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JSERX vs VSMAX
JSERX vs VSMAX Comparison
Open Charts JSERX vs VSMAX
JPMorgan Small Cap Equity R5
Price$46.16
Change+$0.09 (+0.20%)
VolumeN/A
Net Assets3.22B
Vanguard Small Cap Index Admiral Shares
Price$126.20
Change+$0.28 (+0.22%)
VolumeN/A
Net Assets163.34B
JSERX vs VSMAX Comparison Chart in %
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JSERX vs. VSMAX commentary
Dec 26, 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 JSERX is a Buy and VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 163B vs. JSERX (3.22B). VSMAX pays higher dividends than JSERX: VSMAX (1.32) vs JSERX (0.46). 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 : 8.23 vs. JSERX (-16.62). VSMAX return over 5 years is better than : 36.49 vs. JSERX (-32.28).
| 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 | -15.597 | 9.847 | -158% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.22B | 163B | 2% |
| Annual Yield % from dividends | 0.46 | 1.32 | 35% |
| Returns for 1 year | -16.62 | 8.23 | -202% |
| Returns for 3 years | -6.84 | 44.94 | -15% |
| Returns for 5 years | -32.28 | 36.49 | -88% |
| Returns for 10 years | 8.30 | 143.87 | 6% |
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