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JTUAX vs VSMAX
JTUAX vs VSMAX Comparison
Open Charts JTUAX vs VSMAX
JPMorgan US Small Company A
Price$18.08
Change-$0.22 (-1.20%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Admiral Shares
Price$120.34
Change-$1.37 (-1.13%)
VolumeN/A
CapitalizationN/A
JTUAX vs VSMAX Comparison Chart
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JTUAX vs. VSMAX commentary
Dec 18, 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 Hold and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 167B vs. JTUAX (1.08B). 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 : 19.58 vs. JTUAX (10.32). VSMAX return over 5 years is better than : 53.97 vs. JTUAX (4.88).
| 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 | 8.199 | 18.049 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.08B | 167B | 1% |
| Annual Yield % from dividends | 0.17 | 1.42 | 12% |
| Returns for 1 year | 10.32 | 19.58 | 53% |
| Returns for 3 years | 0.52 | 15.80 | 3% |
| Returns for 5 years | 4.88 | 53.97 | 9% |
| Returns for 10 years | 13.25 | 125.00 | 11% |