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JSCZX vs VSMAX
JSCZX vs VSMAX Comparison
Open Charts JSCZX vs VSMAX
JPMorgan US Small Company R2
Price$18.08
Change+$0.36 (+2.03%)
VolumeN/A
Net Assets961.51M
Vanguard Small Cap Index Admiral Shares
Price$122.99
Change+$1.67 (+1.38%)
VolumeN/A
Net Assets162.36B
JSCZX vs VSMAX Comparison Chart in %
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JSCZX vs. VSMAX commentary
Oct 21, 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 JSCZX is a Buy and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 162B vs. JSCZX (962M). VSMAX pays higher dividends than JSCZX: VSMAX (1.34) vs JSCZX (0.00). JSCZX was incepted earlier than VSMAX: JSCZX (14 years) vs VSMAX (25 years). JSCZX (1.49) is less costly to investors than VSMAX (0.05). JSCZX is a more actively managed with annual turnover of: 104.00 vs. VSMAX (13.00). JSCZX has a lower initial minimum investment than VSMAX: JSCZX (0) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : 4.77 vs. JSCZX (-3.33). VSMAX return over 5 years is better than : 57.95 vs. JSCZX (4.74).
| JSCZX | VSMAX | JSCZX / VSMAX | |
| Total Expense Ratio | 1.49 | 0.05 | 2,980% |
| Annual Report Gross Expense Ratio | 1.49 | 0.05 | 2,980% |
| Fund Existence | 14 years | 25 years | - |
| Gain YTD | 7.459 | 5.599 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 962M | 162B | 1% |
| Annual Yield % from dividends | 0.00 | 1.34 | - |
| Returns for 1 year | -3.33 | 4.77 | -70% |
| Returns for 3 years | 21.45 | 43.82 | 49% |
| Returns for 5 years | 4.74 | 57.95 | 8% |
| Returns for 10 years | 13.16 | 130.65 | 10% |
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