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JSERX vs VSMAX
JSERX vs VSMAX Comparison
Open Charts JSERX vs VSMAX
JPMorgan Small Cap Equity R5
Price$47.62
Change+$0.27 (+0.57%)
VolumeN/A
Net Assets3.21B
Vanguard Small Cap Index Admiral Shares
Price$130.86
Change+$0.30 (+0.23%)
VolumeN/A
Net Assets162.31B
JSERX vs VSMAX Comparison Chart in %
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JSERX vs. VSMAX commentary
Jan 16, 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 JSERX is a Hold and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 162B vs. JSERX (3.21B). VSMAX pays higher dividends than JSERX: VSMAX (1.33) vs JSERX (0.44). JSERX was incepted earlier than VSMAX: JSERX (20 years) vs VSMAX (25 years). JSERX (0.84) is less costly to investors than VSMAX (0.05). JSERX is a more actively managed with annual turnover of: 52.00 vs. VSMAX (13.00). JSERX has a lower initial minimum investment than VSMAX: JSERX (0) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : 13.01 vs. JSERX (-12.91). VSMAX return over 5 years is better than : 35.05 vs. JSERX (-32.72).
| JSERX | VSMAX | JSERX / VSMAX | |
| Total Expense Ratio | 0.80 | 0.05 | 1,600% |
| Annual Report Gross Expense Ratio | 0.84 | 0.05 | 1,680% |
| Fund Existence | 20 years | 25 years | - |
| Gain YTD | 5.401 | 5.891 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.21B | 162B | 2% |
| Annual Yield % from dividends | 0.44 | 1.33 | 33% |
| Returns for 1 year | -12.91 | 13.01 | -99% |
| Returns for 3 years | -9.54 | 40.81 | -23% |
| Returns for 5 years | -32.72 | 35.05 | -93% |
| Returns for 10 years | 24.20 | 185.96 | 13% |
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