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VSENX vs VSMAX
VSENX vs VSMAX Comparison
Open Charts VSENX vs VSMAX
JPMorgan Small Cap Equity R6
Price$55.35
Change+$0.78 (+1.43%)
VolumeN/A
Net Assets3.69B
Vanguard Small Cap Index Admiral Shares
Price$122.47
Change+$0.86 (+0.71%)
VolumeN/A
Net Assets161.26B
VSENX vs VSMAX Comparison Chart in %
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VSENX 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 VSENX is a Buy and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 161B vs. VSENX (3.69B). VSMAX pays higher dividends than VSENX: VSMAX (1.31) vs VSENX (0.50). VSENX was incepted earlier than VSMAX: VSENX (9 years) vs VSMAX (25 years). VSENX (0.75) is less costly to investors than VSMAX (0.05). VSENX is a more actively managed with annual turnover of: 19.00 vs. VSMAX (13.00). VSMAX has a lower initial minimum investment than VSENX: VSMAX (3000) vs VSENX (15000000). VSMAX annual gain was more profitable for investors over the last year : 13.64 vs. VSENX (-3.54). VSMAX return over 5 years is better than : 66.80 vs. VSENX (-2.43).
| VSENX | VSMAX | VSENX / VSMAX | |
| Total Expense Ratio | 0.75 | 0.05 | 1,500% |
| Annual Report Gross Expense Ratio | 0.75 | 0.05 | 1,500% |
| Fund Existence | 9 years | 25 years | - |
| Gain YTD | 1.262 | 6.527 | 19% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.69B | 161B | 2% |
| Annual Yield % from dividends | 0.50 | 1.31 | 38% |
| Returns for 1 year | -3.54 | 13.64 | -26% |
| Returns for 3 years | 1.86 | 39.35 | 5% |
| Returns for 5 years | -2.43 | 66.80 | -4% |
| Returns for 10 years | N/A | 132.90 | - |
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