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JSEPX vs VSMAX
JSEPX vs VSMAX Comparison
Open Charts JSEPX vs VSMAX
JPMorgan Small Cap Equity R3
Price$39.72
Change+$0.47 (+1.20%)
VolumeN/A
Net Assets3.32B
Vanguard Small Cap Index Admiral Shares
Price$124.07
Change+$1.27 (+1.03%)
VolumeN/A
Net Assets161.58B
JSEPX vs VSMAX Comparison Chart in %
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JSEPX vs. VSMAX commentary
Dec 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 JSEPX is a Buy and VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 162B vs. JSEPX (3.32B). VSMAX pays higher dividends than JSEPX: VSMAX (1.32) 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: 52.00 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 : 0.20 vs. JSEPX (-19.35). VSMAX return over 5 years is better than : 39.59 vs. JSEPX (-30.25).
| 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 | -2.838 | 7.993 | -36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.32B | 162B | 2% |
| Annual Yield % from dividends | 0.15 | 1.32 | 11% |
| Returns for 1 year | -19.35 | 0.20 | -9,794% |
| Returns for 3 years | -16.15 | 33.24 | -49% |
| Returns for 5 years | -30.25 | 39.59 | -76% |
| Returns for 10 years | N/A | 133.91 | - |
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