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JSEQX vs VSMAX
JSEQX vs VSMAX Comparison
Open Charts JSEQX vs VSMAX
JPMorgan Small Cap Equity R4
Price$53.55
Change-$0.43 (-0.80%)
VolumeN/A
Net Assets3.63B
Vanguard Small Cap Index Admiral Shares
Price$117.86
Change-$0.44 (-0.37%)
VolumeN/A
Net Assets154.18B
JSEQX vs VSMAX Comparison Chart in %
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JSEQX vs. VSMAX commentary
Aug 18, 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 Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 154B vs. JSEQX (3.63B). VSMAX pays higher dividends than JSEQX: VSMAX (1.37) 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 : 9.17 vs. JSEQX (-6.44). VSMAX return over 5 years is better than : 57.73 vs. JSEQX (-7.34).
| 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 | 2.517 | -51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.63B | 154B | 2% |
| Annual Yield % from dividends | 0.30 | 1.37 | 22% |
| Returns for 1 year | -6.44 | 9.17 | -70% |
| Returns for 3 years | -11.52 | 20.48 | -56% |
| Returns for 5 years | -7.34 | 57.73 | -13% |
| Returns for 10 years | N/A | 113.12 | - |
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