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VSENX vs VSMAX
VSENX vs VSMAX Comparison
Open Charts VSENX vs VSMAX
JPMorgan Small Cap Equity R6
Price$52.41
Change-$0.04 (-0.08%)
VolumeN/A
Net Assets3.83B
Vanguard Small Cap Index Admiral Shares
Price$110.38
Change-$0.17 (-0.15%)
VolumeN/A
Net Assets147.56B
VSENX vs VSMAX Comparison Chart
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VSENX vs. VSMAX commentary
Jun 07, 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 Buy and VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. VSENX (3.83B). VSMAX pays higher dividends than VSENX: VSMAX (1.48) vs VSENX (0.53). VSENX was incepted earlier than VSMAX: VSENX (9 years) vs VSMAX (25 years). VSENX (0.75) is less costly to investors than VSMAX (0.05). VSENX is a more actively managed with annual turnover of: 19.00 vs. VSMAX (13.00). 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 : 4.90 vs. VSENX (-4.23). VSMAX return over 5 years is better than : 52.62 vs. VSENX (-5.32).
| VSENX | VSMAX | VSENX / VSMAX | |
| Total Expense Ratio | 0.75 | 0.05 | 1,500% |
| Annual Report Gross Expense Ratio | 0.75 | 0.05 | 1,500% |
| Fund Existence | 9 years | 25 years | - |
| Gain YTD | -4.043 | -3.912 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.83B | 148B | 3% |
| Annual Yield % from dividends | 0.53 | 1.48 | 36% |
| Returns for 1 year | -4.23 | 4.90 | -86% |
| Returns for 3 years | -7.93 | 18.34 | -43% |
| Returns for 5 years | -5.32 | 52.62 | -10% |
| Returns for 10 years | N/A | 96.38 | - |
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