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JTUAX vs VSCIX
JTUAX vs VSCIX Comparison
Open Charts JTUAX vs VSCIX
JPMorgan US Small Company A
Price$15.57
Change+$0.25 (+1.63%)
VolumeN/A
Net Assets857.17M
Vanguard Small Cap Index I
Price$107.05
Change+$1.66 (+1.58%)
VolumeN/A
Net Assets139.54B
JTUAX vs VSCIX Comparison Chart
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JTUAX vs. VSCIX commentary
May 09, 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 JTUAX is a Buy and VSCIX is a Buy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 140B vs. JTUAX (857M). VSCIX pays higher dividends than JTUAX: VSCIX (1.57) vs JTUAX (0.13). JTUAX was incepted earlier than VSCIX: JTUAX (18 years) vs VSCIX (28 years). JTUAX (1.23) is less costly to investors than VSCIX (0.04). JTUAX is a more actively managed with annual turnover of: 61.00 vs. VSCIX (13.00). JTUAX has a lower initial minimum investment than VSCIX: JTUAX (1000) vs VSCIX (5000000). VSCIX annual gain was more profitable for investors over the last year : -0.06 vs. JTUAX (-13.82). VSCIX return over 5 years is better than : 65.30 vs. JTUAX (10.97).
| JTUAX | VSCIX | JTUAX / VSCIX | |
| Total Expense Ratio | 1.19 | 0.04 | 2,975% |
| Annual Report Gross Expense Ratio | 1.23 | 0.04 | 3,075% |
| Fund Existence | 18 years | 28 years | - |
| Gain YTD | -11.188 | -8.389 | 133% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 857M | 140B | 1% |
| Annual Yield % from dividends | 0.13 | 1.57 | 8% |
| Returns for 1 year | -13.82 | -0.06 | 22,937% |
| Returns for 3 years | 0.97 | 20.38 | 5% |
| Returns for 5 years | 10.97 | 65.30 | 17% |
| Returns for 10 years | -7.76 | 88.39 | -9% |