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VSENX vs VSMAX
VSENX vs VSMAX Comparison
Open Charts VSENX vs VSMAX
JPMorgan Small Cap Equity R6
Price$46.27
Change-$2.14 (-4.42%)
VolumeN/A
Net Assets3.7B
Vanguard Small Cap Index Admiral Shares
Price$96.20
Change-$4.90 (-4.85%)
VolumeN/A
Net Assets153.45B
VSENX vs VSMAX Comparison Chart
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VSENX vs. VSMAX commentary
Apr 05, 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 Hold and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 153B vs. VSENX (3.7B). VSMAX pays higher dividends than VSENX: VSMAX (1.52) vs VSENX (0.54). VSENX was incepted earlier than VSMAX: VSENX (9 years) vs VSMAX (24 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 (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 : 1.20 vs. VSENX (-7.00). VSMAX return over 5 years is better than : 115.95 vs. VSENX (34.11).
| 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 | 24 years | - |
| Gain YTD | -5.306 | -5.824 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.7B | 153B | 2% |
| Annual Yield % from dividends | 0.54 | 1.52 | 35% |
| Returns for 1 year | -7.00 | 1.20 | -581% |
| Returns for 3 years | -16.06 | 6.53 | -246% |
| Returns for 5 years | 34.11 | 115.95 | 29% |
| Returns for 10 years | N/A | 91.10 | - |