Ad is loading...
JTUAX vs VSCIX
JTUAX vs VSCIX Comparison
Open Charts JTUAX vs VSCIX
JPMorgan US Small Company A
Price$14.44
Change+$0.13 (+0.91%)
VolumeN/A
Net Assets809.73M
Vanguard Small Cap Index I
Price$99.26
Change+$0.84 (+0.85%)
VolumeN/A
Net Assets143.36B
JTUAX vs VSCIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JTUAX vs. VSCIX commentary
Apr 18, 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: 143B vs. JTUAX (810M). VSCIX pays higher dividends than JTUAX: VSCIX (1.53) vs JTUAX (0.13). JTUAX was incepted earlier than VSCIX: JTUAX (17 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 (12.00). 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 : -2.39 vs. JTUAX (-15.07). VSCIX return over 5 years is better than : 66.91 vs. JTUAX (12.05).
| 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 | 17 years | 28 years | - |
| Gain YTD | -17.043 | -14.447 | 118% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 810M | 143B | 1% |
| Annual Yield % from dividends | 0.13 | 1.53 | 9% |
| Returns for 1 year | -15.07 | -2.39 | 631% |
| Returns for 3 years | -15.76 | 0.57 | -2,743% |
| Returns for 5 years | 12.05 | 66.91 | 18% |
| Returns for 10 years | -15.45 | 73.72 | -21% |