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JTUAX vs VSMAX
JTUAX vs VSMAX Comparison
Open Charts JTUAX vs VSMAX
JPMorgan US Small Company A
Price$16.04
Change-$0.31 (-1.90%)
VolumeN/A
Net Assets902.27M
Vanguard Small Cap Index Admiral Shares
Price$110.03
Change-$1.80 (-1.61%)
VolumeN/A
Net Assets147.56B
JTUAX vs VSMAX Comparison Chart
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JTUAX vs. VSMAX commentary
Jun 14, 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 Hold and VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. JTUAX (902M). VSMAX pays higher dividends than JTUAX: VSMAX (1.48) vs JTUAX (0.13). JTUAX was incepted earlier than VSMAX: JTUAX (18 years) vs VSMAX (25 years). JTUAX (1.23) is less costly to investors than VSMAX (0.05). JTUAX is a more actively managed with annual turnover of: 61.00 vs. VSMAX (13.00). JTUAX has a lower initial minimum investment than VSMAX: JTUAX (1000) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : 6.94 vs. JTUAX (-6.98). VSMAX return over 5 years is better than : 66.05 vs. JTUAX (13.76).
| JTUAX | VSMAX | JTUAX / VSMAX | |
| Total Expense Ratio | 1.19 | 0.05 | 2,380% |
| Annual Report Gross Expense Ratio | 1.23 | 0.05 | 2,460% |
| Fund Existence | 18 years | 25 years | - |
| Gain YTD | -5.217 | -2.800 | 186% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 902M | 148B | 1% |
| Annual Yield % from dividends | 0.13 | 1.48 | 9% |
| Returns for 1 year | -6.98 | 6.94 | -101% |
| Returns for 3 years | 11.50 | 33.52 | 34% |
| Returns for 5 years | 13.76 | 66.05 | 21% |
| Returns for 10 years | -3.91 | 96.54 | -4% |
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