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JSEQX vs VSMAX
JSEQX vs VSMAX Comparison
Open Charts JSEQX vs VSMAX
JPMorgan Small Cap Equity R4
Price$46.87
Change-$5.26 (-10.09%)
VolumeN/A
Net Assets3.16B
Vanguard Small Cap Index Admiral Shares
Price$130.42
Change+$7.86 (+6.41%)
VolumeN/A
Net Assets162.31B
JSEQX vs VSMAX Comparison Chart in %
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JSEQX vs. VSMAX commentary
Feb 04, 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 JSEQX is a Buy and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 162B vs. JSEQX (3.16B). VSMAX pays higher dividends than JSEQX: VSMAX (1.27) vs JSEQX (0.29). JSEQX was incepted earlier than VSMAX: JSEQX (9 years) vs VSMAX (25 years). JSEQX (0.99) is less costly to investors than VSMAX (0.05). JSEQX is a more actively managed with annual turnover of: 52.00 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 : 10.71 vs. JSEQX (-15.33). VSMAX return over 5 years is better than : 31.93 vs. JSEQX (-34.33).
| JSEQX | VSMAX | JSEQX / VSMAX | |
| Total Expense Ratio | 0.99 | 0.05 | 1,980% |
| Annual Report Gross Expense Ratio | 0.99 | 0.05 | 1,980% |
| Fund Existence | 9 years | 25 years | - |
| Gain YTD | 4.808 | 5.535 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.16B | 162B | 2% |
| Annual Yield % from dividends | 0.29 | 1.27 | 22% |
| Returns for 1 year | -15.33 | 10.71 | -143% |
| Returns for 3 years | -15.92 | 33.11 | -48% |
| Returns for 5 years | -34.33 | 31.93 | -108% |
| Returns for 10 years | N/A | 186.87 | - |
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