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JSEQX vs VSMAX
JSEQX vs VSMAX Comparison
Open Charts JSEQX vs VSMAX
JPMorgan Small Cap Equity R4
Price$54.34
Change+$0.27 (+0.50%)
VolumeN/A
Net Assets3.93B
Vanguard Small Cap Index Admiral Shares
Price$116.63
Change+$0.83 (+0.72%)
VolumeN/A
Net Assets147.56B
JSEQX vs VSMAX Comparison Chart in %
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JSEQX vs. VSMAX commentary
Jul 07, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. JSEQX (3.93B). VSMAX pays higher dividends than JSEQX: VSMAX (1.40) vs JSEQX (0.30). 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 : 12.25 vs. JSEQX (0.50). VSMAX return over 5 years is better than : 69.54 vs. JSEQX (3.17).
| 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 | 0.166 | 1.447 | 11% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.93B | 148B | 3% |
| Annual Yield % from dividends | 0.30 | 1.40 | 21% |
| Returns for 1 year | 0.50 | 12.25 | 4% |
| Returns for 3 years | 1.93 | 37.95 | 5% |
| Returns for 5 years | 3.17 | 69.54 | 5% |
| Returns for 10 years | N/A | 109.34 | - |
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