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JSEQX vs VSMAX
JSEQX vs VSMAX Comparison
Open Charts JSEQX vs VSMAX
JPMorgan Small Cap Equity R4
Price$51.03
Change-$0.89 (-1.71%)
VolumeN/A
Net Assets3.3B
Vanguard Small Cap Index Admiral Shares
Price$119.94
Change-$2.71 (-2.21%)
VolumeN/A
Net Assets161.58B
JSEQX vs VSMAX Comparison Chart in %
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JSEQX vs. VSMAX commentary
Nov 14, 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: 162B vs. JSEQX (3.3B). VSMAX pays higher dividends than JSEQX: VSMAX (1.34) 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: 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 : -0.30 vs. JSEQX (-18.05). VSMAX return over 5 years is better than : 45.13 vs. JSEQX (-20.33).
| 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 | -5.935 | 4.398 | -135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.3B | 162B | 2% |
| Annual Yield % from dividends | 0.30 | 1.34 | 23% |
| Returns for 1 year | -18.05 | -0.30 | 5,920% |
| Returns for 3 years | -11.21 | 31.99 | -35% |
| Returns for 5 years | -20.33 | 45.13 | -45% |
| Returns for 10 years | N/A | 130.64 | - |
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