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IJSIX vs VSMAX
IJSIX vs VSMAX Comparison
Open Charts IJSIX vs VSMAX
VY® JPMorgan Small Cap Core Equity I
Price$15.71
Change+$1.04 (+7.09%)
VolumeN/A
Net Assets305.06M
Vanguard Small Cap Index Admiral Shares
Price$130.42
Change+$7.86 (+6.41%)
VolumeN/A
Net Assets162.31B
IJSIX vs VSMAX Comparison Chart in %
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IJSIX vs. VSMAX commentary
Feb 05, 2026
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 IJSIX is a Buy and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 162B vs. IJSIX (305M). VSMAX pays higher dividends than IJSIX: VSMAX (1.27) vs IJSIX (0.57). IJSIX was incepted earlier than VSMAX: IJSIX (22 years) vs VSMAX (25 years). IJSIX (0.88) is less costly to investors than VSMAX (0.05). IJSIX is a more actively managed with annual turnover of: 55.00 vs. VSMAX (13.00). IJSIX has a lower initial minimum investment than VSMAX: IJSIX (0) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : 10.71 vs. IJSIX (-5.81). VSMAX return over 5 years is better than : 31.93 vs. IJSIX (-21.63).
| IJSIX | VSMAX | IJSIX / VSMAX | |
| Total Expense Ratio | 0.88 | 0.05 | 1,760% |
| Annual Report Gross Expense Ratio | 0.88 | 0.05 | 1,760% |
| Fund Existence | 22 years | 25 years | - |
| Gain YTD | 5.791 | 5.535 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 305M | 162B | 0% |
| Annual Yield % from dividends | 0.57 | 1.27 | 44% |
| Returns for 1 year | -5.81 | 10.71 | -54% |
| Returns for 3 years | -0.16 | 33.11 | -0% |
| Returns for 5 years | -21.63 | 31.93 | -68% |
| Returns for 10 years | 5.41 | 186.87 | 3% |
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