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JSERX vs VSMAX
JSERX vs VSMAX Comparison
Open Charts JSERX vs VSMAX
JPMorgan Small Cap Equity R5
Price$54.05
Change-$0.43 (-0.79%)
VolumeN/A
Net Assets3.63B
Vanguard Small Cap Index Admiral Shares
Price$117.86
Change-$0.44 (-0.37%)
VolumeN/A
Net Assets154.18B
JSERX vs VSMAX Comparison Chart in %
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JSERX vs. VSMAX commentary
Aug 19, 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 Hold and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 154B vs. JSERX (3.63B). VSMAX pays higher dividends than JSERX: VSMAX (1.37) vs JSERX (0.46). JSERX was incepted earlier than VSMAX: JSERX (19 years) vs VSMAX (25 years). JSERX (0.85) is less costly to investors than VSMAX (0.05). JSERX is a more actively managed with annual turnover of: 19.00 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 : 9.17 vs. JSERX (-6.17). VSMAX return over 5 years is better than : 57.73 vs. JSERX (-6.32).
| JSERX | VSMAX | JSERX / VSMAX | |
| Total Expense Ratio | 0.80 | 0.05 | 1,600% |
| Annual Report Gross Expense Ratio | 0.85 | 0.05 | 1,700% |
| Fund Existence | 19 years | 25 years | - |
| Gain YTD | -1.170 | 2.517 | -46% |
| 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 | 0.46 | 1.37 | 33% |
| Returns for 1 year | -6.17 | 9.17 | -67% |
| Returns for 3 years | -11.01 | 20.48 | -54% |
| Returns for 5 years | -6.32 | 57.73 | -11% |
| Returns for 10 years | 11.86 | 113.12 | 10% |