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VSENX vs VSMAX
VSENX vs VSMAX Comparison
Open Charts VSENX vs VSMAX
JPMorgan Small Cap Equity R6
Price$56.89
Change+$0.51 (+0.90%)
VolumeN/A
Net Assets4.48B
Vanguard Small Cap Index Admiral Shares
Price$120.76
Change+$1.41 (+1.18%)
VolumeN/A
Net Assets155.27B
VSENX vs VSMAX Comparison Chart
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VSENX vs. VSMAX commentary
Jan 31, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is VSENX is a StrongBuy and VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 155B vs. VSENX (4.49B). VSMAX pays higher dividends than VSENX: VSMAX (1.42) vs VSENX (0.94). VSENX was incepted earlier than VSMAX: VSENX (9 years) vs VSMAX (24 years). VSENX is a more actively managed with annual turnover of: 22.00 vs. VSMAX (12.00). VSMAX has a lower initial minimum investment than VSENX: VSMAX (3000) vs VSENX (15000000). VSMAX annual gain was more profitable for investors over the last year : 20.35 vs. VSENX (7.97). VSMAX return over 5 years is better than : 55.98 vs. VSENX (-2.63).
| VSENX | VSMAX | VSENX / VSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 24 years | - |
| Gain YTD | 4.080 | 3.638 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.49B | 155B | 3% |
| Annual Yield % from dividends | 0.94 | 1.42 | 66% |
| Returns for 1 year | 7.97 | 20.35 | 39% |
| Returns for 3 years | -7.03 | 20.91 | -34% |
| Returns for 5 years | -2.63 | 55.98 | -5% |
| Returns for 10 years | N/A | 124.89 | - |
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