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JTUAX vs VSMAX
JTUAX vs VSMAX Comparison
Open Charts JTUAX vs VSMAX
JPMorgan US Small Company A
Price$16.93
Change-$0.56 (-3.20%)
VolumeN/A
Net Assets971.64M
Vanguard Small Cap Index Admiral Shares
Price$114.81
Change-$3.10 (-2.63%)
VolumeN/A
Net Assets160.88B
JTUAX vs VSMAX Comparison Chart
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VS
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JTUAX vs. VSMAX commentary
Feb 23, 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 Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 161B vs. JTUAX (972M). VSMAX pays higher dividends than JTUAX: VSMAX (1.42) vs JTUAX (0.17). JTUAX was incepted earlier than VSMAX: JTUAX (17 years) vs VSMAX (24 years). JTUAX is a more actively managed with annual turnover of: 83.00 vs. VSMAX (12.00). 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 : 11.25 vs. JTUAX (-1.50). VSMAX return over 5 years is better than : 44.48 vs. JTUAX (-2.85).
| JTUAX | VSMAX | JTUAX / VSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 24 years | - |
| Gain YTD | -1.855 | -0.304 | 610% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 972M | 161B | 1% |
| Annual Yield % from dividends | 0.17 | 1.42 | 12% |
| Returns for 1 year | -1.50 | 11.25 | -13% |
| Returns for 3 years | 0.55 | 18.86 | 3% |
| Returns for 5 years | -2.85 | 44.48 | -6% |
| Returns for 10 years | 2.12 | 105.78 | 2% |
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