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VSENX vs VSMAX
VSENX vs VSMAX Comparison
Open Charts VSENX vs VSMAX
JPMorgan Small Cap Equity R6
Price$61.86
Change-$0.60 (-0.96%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Adm
Price$118.05
Change-$1.27 (-1.06%)
VolumeN/A
CapitalizationN/A
VSENX vs VSMAX Comparison Chart
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VSENX vs. VSMAX commentary
Nov 18, 2024
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: 151B vs. VSENX (4.63B). VSMAX pays higher dividends than VSENX: VSMAX (1.42) vs VSENX (0.94). VSENX was incepted earlier than VSMAX: VSENX (8 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 : 30.28 vs. VSENX (23.68). VSMAX return over 5 years is better than : 55.62 vs. VSENX (4.52).
| VSENX | VSMAX | VSENX / VSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 24 years | - |
| Gain YTD | 14.091 | 15.803 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.63B | 151B | 3% |
| Annual Yield % from dividends | 0.94 | 1.42 | 66% |
| Returns for 1 year | 23.68 | 30.28 | 78% |
| Returns for 3 years | -23.61 | 4.74 | -498% |
| Returns for 5 years | 4.52 | 55.62 | 8% |
| Returns for 10 years | N/A | 123.30 | - |
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