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JSEZX vs VSMAX
JSEZX vs VSMAX Comparison
Open Charts JSEZX vs VSMAX
JPMorgan Small Cap Equity R2
Price$39.92
Change+$0.56 (+1.42%)
VolumeN/A
Net Assets3.69B
Vanguard Small Cap Index Admiral Shares
Price$122.47
Change+$0.86 (+0.71%)
VolumeN/A
Net Assets161.26B
JSEZX vs VSMAX Comparison Chart in %
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JSEZX vs. VSMAX commentary
Sep 08, 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 JSEZX is a Buy and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 161B vs. JSEZX (3.69B). VSMAX pays higher dividends than JSEZX: VSMAX (1.31) vs JSEZX (0.00). JSEZX was incepted earlier than VSMAX: JSEZX (17 years) vs VSMAX (25 years). JSEZX (1.53) is less costly to investors than VSMAX (0.05). JSEZX is a more actively managed with annual turnover of: 19.00 vs. VSMAX (13.00). JSEZX has a lower initial minimum investment than VSMAX: JSEZX (0) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : 13.64 vs. JSEZX (-6.81). VSMAX return over 5 years is better than : 66.80 vs. JSEZX (-16.17).
| JSEZX | VSMAX | JSEZX / VSMAX | |
| Total Expense Ratio | 1.49 | 0.05 | 2,980% |
| Annual Report Gross Expense Ratio | 1.53 | 0.05 | 3,060% |
| Fund Existence | 17 years | 25 years | - |
| Gain YTD | 1.136 | 6.527 | 17% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.69B | 161B | 2% |
| Annual Yield % from dividends | 0.00 | 1.31 | - |
| Returns for 1 year | -6.81 | 13.64 | -50% |
| Returns for 3 years | -6.81 | 39.35 | -17% |
| Returns for 5 years | -16.17 | 66.80 | -24% |
| Returns for 10 years | -2.65 | 132.90 | -2% |
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