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VSENX vs VSMAX
VSENX vs VSMAX Comparison
Open Charts VSENX vs VSMAX
JPMorgan Small Cap Equity R6
Price$53.36
Change+$0.49 (+0.93%)
VolumeN/A
Net Assets3.51B
Vanguard Small Cap Index Admiral Shares
Price$122.14
Change+$1.18 (+0.98%)
VolumeN/A
Net Assets161.26B
VSENX vs VSMAX Comparison Chart in %
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VSENX vs. VSMAX commentary
Sep 29, 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 Hold and VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 161B vs. VSENX (3.51B). 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 : 8.03 vs. VSENX (-10.62). VSMAX return over 5 years is better than : 71.73 vs. VSENX (-1.25).
| 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 | -2.378 | 6.240 | -38% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.51B | 161B | 2% |
| Annual Yield % from dividends | 0.50 | 1.31 | 38% |
| Returns for 1 year | -10.62 | 8.03 | -132% |
| Returns for 3 years | 5.07 | 50.82 | 10% |
| Returns for 5 years | -1.25 | 71.73 | -2% |
| Returns for 10 years | N/A | 148.94 | - |
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