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JTUAX vs VSMAX
JTUAX vs VSMAX Comparison
Open Charts JTUAX vs VSMAX
JPMorgan US Small Company A
Price$14.44
Change+$0.13 (+0.91%)
VolumeN/A
Net Assets809.73M
Vanguard Small Cap Index Admiral Shares
Price$99.27
Change+$0.85 (+0.86%)
VolumeN/A
Net Assets143.36B
JTUAX vs VSMAX Comparison Chart
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VS
JTUAX vs. VSMAX 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 VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 143B vs. JTUAX (810M). VSMAX pays higher dividends than JTUAX: VSMAX (1.52) vs JTUAX (0.13). JTUAX was incepted earlier than VSMAX: JTUAX (17 years) vs VSMAX (24 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 (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 : -2.40 vs. JTUAX (-15.07). VSMAX return over 5 years is better than : 66.89 vs. JTUAX (12.05).
| 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 | 17 years | 24 years | - |
| Gain YTD | -17.043 | -14.455 | 118% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 810M | 143B | 1% |
| Annual Yield % from dividends | 0.13 | 1.52 | 9% |
| Returns for 1 year | -15.07 | -2.40 | 627% |
| Returns for 3 years | -15.76 | 0.56 | -2,829% |
| Returns for 5 years | 12.05 | 66.89 | 18% |
| Returns for 10 years | -15.45 | 73.68 | -21% |
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