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VSENX vs VSMAX
VSENX vs VSMAX Comparison
Open Charts VSENX vs VSMAX
JPMorgan Small Cap Equity R6
Price$54.81
Change+$0.27 (+0.50%)
VolumeN/A
Net Assets3.93B
Vanguard Small Cap Index Admiral Shares
Price$116.63
Change+$0.83 (+0.72%)
VolumeN/A
Net Assets147.56B
VSENX vs VSMAX Comparison Chart in %
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VSENX vs. VSMAX commentary
Jul 07, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. VSENX (3.93B). VSMAX pays higher dividends than VSENX: VSMAX (1.40) vs VSENX (0.52). 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 : 12.25 vs. VSENX (0.83). VSMAX return over 5 years is better than : 69.54 vs. VSENX (4.53).
| 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 | 0.274 | 1.447 | 19% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.93B | 148B | 3% |
| Annual Yield % from dividends | 0.52 | 1.40 | 37% |
| Returns for 1 year | 0.83 | 12.25 | 7% |
| Returns for 3 years | 2.62 | 37.95 | 7% |
| Returns for 5 years | 4.53 | 69.54 | 7% |
| Returns for 10 years | N/A | 109.34 | - |