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JSEQX vs VSMAX
JSEQX vs VSMAX Comparison
Open Charts JSEQX vs VSMAX
JPMorgan Small Cap Equity R4
Price$54.95
Change+$0.10 (+0.18%)
VolumeN/A
Net Assets3.69B
Vanguard Small Cap Index Admiral Shares
Price$122.62
Change+$0.15 (+0.12%)
VolumeN/A
Net Assets161.26B
JSEQX vs VSMAX Comparison Chart in %
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JSEQX vs. VSMAX commentary
Sep 10, 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 Buy and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 161B vs. JSEQX (3.69B). VSMAX pays higher dividends than JSEQX: VSMAX (1.31) vs JSEQX (0.29). 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 : 15.56 vs. JSEQX (-2.55). VSMAX return over 5 years is better than : 68.24 vs. JSEQX (-2.61).
| 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 | 1.290 | 6.657 | 19% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.69B | 161B | 2% |
| Annual Yield % from dividends | 0.29 | 1.31 | 22% |
| Returns for 1 year | -2.55 | 15.56 | -16% |
| Returns for 3 years | -3.76 | 32.50 | -12% |
| Returns for 5 years | -2.61 | 68.24 | -4% |
| Returns for 10 years | N/A | 134.17 | - |
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