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JTUAX vs VSMAX
JTUAX vs VSMAX Comparison
Open Charts JTUAX vs VSMAX
JPMorgan US Small Company A
Price$18.80
Change-$0.20 (-1.05%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Adm
Price$113.13
Change-$0.77 (-0.68%)
VolumeN/A
CapitalizationN/A
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VS
VS
JTUAX vs VSMAX Comparison Chart
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JTUAX vs. VSMAX commentary
Sep 21, 2024
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 VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 149B vs. JTUAX (1.05B). 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). JTUAX (26.41) and VSMAX (25.54) have marching annual gain over last year. VSMAX return over 5 years is better than : 53.45 vs. JTUAX (17.30).
| 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 | 12.507 | 10.898 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.05B | 149B | 1% |
| Annual Yield % from dividends | 0.17 | 1.42 | 12% |
| Returns for 1 year | 26.41 | 25.54 | 103% |
| Returns for 3 years | -16.77 | 8.91 | -188% |
| Returns for 5 years | 17.30 | 53.45 | 32% |
| Returns for 10 years | 23.59 | 121.55 | 19% |
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