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JTUAX vs VSMAX
JTUAX vs VSMAX Comparison
Open Charts JTUAX vs VSMAX
JPMorgan US Small Company A
Price$15.57
Change+$0.25 (+1.63%)
VolumeN/A
Net Assets857.17M
Vanguard Small Cap Index Admiral Shares
Price$107.05
Change+$1.66 (+1.58%)
VolumeN/A
Net Assets139.54B
JTUAX vs VSMAX Comparison Chart
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JTUAX vs. VSMAX 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 VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 140B vs. JTUAX (857M). VSMAX pays higher dividends than JTUAX: VSMAX (1.56) 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 : -0.07 vs. JTUAX (-13.82). VSMAX return over 5 years is better than : 65.26 vs. JTUAX (10.97).
| 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 | -11.188 | -8.397 | 133% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 857M | 140B | 1% |
| Annual Yield % from dividends | 0.13 | 1.56 | 9% |
| Returns for 1 year | -13.82 | -0.07 | 19,197% |
| Returns for 3 years | 0.97 | 20.37 | 5% |
| Returns for 5 years | 10.97 | 65.26 | 17% |
| Returns for 10 years | -7.76 | 88.31 | -9% |