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JSEQX vs VSMAX
JSEQX vs VSMAX Comparison
Open Charts JSEQX vs VSMAX
JPMorgan Small Cap Equity R4
Price$51.24
Change-$0.98 (-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
JSEQX vs VSMAX Comparison Chart
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JSEQX 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 JSEQX is a Hold and VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. JSEQX (3.76B). VSMAX pays higher dividends than JSEQX: VSMAX (1.48) vs JSEQX (0.31). JSEQX was incepted earlier than VSMAX: JSEQX (9 years) vs VSMAX (25 years). JSEQX (1.08) is less costly to investors than VSMAX (0.05). JSEQX is a more actively managed with annual turnover of: 19.00 vs. VSMAX (13.00). JSEQX has a lower initial minimum investment than VSMAX: JSEQX (0) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : 5.22 vs. JSEQX (-5.58). VSMAX return over 5 years is better than : 63.38 vs. JSEQX (-0.52).
| JSEQX | VSMAX | JSEQX / VSMAX | |
| Total Expense Ratio | 0.99 | 0.05 | 1,980% |
| Annual Report Gross Expense Ratio | 1.08 | 0.05 | 2,160% |
| Fund Existence | 9 years | 25 years | - |
| Gain YTD | -5.548 | -4.364 | 127% |
| 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 | 0.31 | 1.48 | 21% |
| Returns for 1 year | -5.58 | 5.22 | -107% |
| Returns for 3 years | -1.02 | 31.37 | -3% |
| Returns for 5 years | -0.52 | 63.38 | -1% |
| Returns for 10 years | N/A | 93.38 | - |
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