JSEPX
Price
$41.25
Change
+$0.39 (+0.95%)
Updated
Jul 25 closing price
Net Assets
3.82B
VSMAX
Price
$118.19
Change
+$0.72 (+0.61%)
Updated
Jul 25 closing price
Net Assets
153.28B
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JSEPX vs VSMAX

Header iconJSEPX vs VSMAX Comparison
Open Charts JSEPX vs VSMAXBanner chart's image
JPMorgan Small Cap Equity R3
Price$41.25
Change+$0.39 (+0.95%)
VolumeN/A
Net Assets3.82B
Vanguard Small Cap Index Admiral Shares
Price$118.19
Change+$0.72 (+0.61%)
VolumeN/A
Net Assets153.28B
JSEPX vs VSMAX Comparison Chart in %
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VS
JSEPX vs. VSMAX commentary
Jul 27, 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 JSEPX is a Buy and VSMAX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 153B vs. JSEPX (3.82B). VSMAX pays higher dividends than JSEPX: VSMAX (1.40) vs JSEPX (0.15). JSEPX was incepted earlier than VSMAX: JSEPX (9 years) vs VSMAX (25 years). JSEPX (1.25) is less costly to investors than VSMAX (0.05). JSEPX is a more actively managed with annual turnover of: 19.00 vs. VSMAX (13.00). JSEPX has a lower initial minimum investment than VSMAX: JSEPX (0) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : 8.49 vs. JSEPX (-7.38). VSMAX return over 5 years is better than : 66.87 vs. JSEPX (-11.14).
JSEPXVSMAXJSEPX / VSMAX
Total Expense Ratio1.250.052,500%
Annual Report Gross Expense Ratio1.250.052,500%
Fund Existence9 years25 years-
Gain YTD0.9052.80432%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.82B153B2%
Annual Yield % from dividends0.151.4011%
Returns for 1 year-7.388.49-87%
Returns for 3 years-7.8534.27-23%
Returns for 5 years-11.1466.87-17%
Returns for 10 yearsN/A115.21-
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