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JSEPX vs VSMAX
JSEPX vs VSMAX Comparison
Open Charts JSEPX vs VSMAX
JPMorgan Small Cap Equity R3
Price$38.57
Change-$0.74 (-1.88%)
VolumeN/A
Net Assets3.76B
Vanguard Small Cap Index Admiral Shares
Price$110.03
Change-$1.80 (-1.61%)
VolumeN/A
Net Assets147.56B
JSEPX vs VSMAX Comparison Chart
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JSEPX vs. VSMAX commentary
Jun 16, 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 Hold and VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. JSEPX (3.76B). VSMAX pays higher dividends than JSEPX: VSMAX (1.48) 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 : 5.22 vs. JSEPX (-8.26). VSMAX return over 5 years is better than : 63.38 vs. JSEPX (-11.51).
| JSEPX | VSMAX | JSEPX / VSMAX | |
| Total Expense Ratio | 1.25 | 0.05 | 2,500% |
| Annual Report Gross Expense Ratio | 1.25 | 0.05 | 2,500% |
| Fund Existence | 9 years | 25 years | - |
| Gain YTD | -5.651 | -4.364 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.76B | 148B | 3% |
| Annual Yield % from dividends | 0.15 | 1.48 | 10% |
| Returns for 1 year | -8.26 | 5.22 | -158% |
| Returns for 3 years | -7.74 | 31.37 | -25% |
| Returns for 5 years | -11.51 | 63.38 | -18% |
| Returns for 10 years | N/A | 93.38 | - |
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