Interact to see
Advertisement
Advertisement
JTUAX vs VSMAX
JTUAX vs VSMAX Comparison
Open Charts JTUAX vs VSMAX
JPMorgan US Small Company A
Price$17.91
Change+$0.03 (+0.17%)
VolumeN/A
Net Assets909.03M
Vanguard Small Cap Index Admiral Shares
Price$117.71
Change+$0.02 (+0.02%)
VolumeN/A
Net Assets161.58B
JTUAX vs VSMAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JTUAX vs. VSMAX commentary
Nov 20, 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: 162B vs. JTUAX (909M). VSMAX pays higher dividends than JTUAX: VSMAX (1.34) vs JTUAX (0.11). 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: 104.00 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 : -0.84 vs. JTUAX (-7.32). VSMAX return over 5 years is better than : 39.47 vs. JTUAX (-3.81).
| 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 | 3.826 | 2.440 | 157% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 909M | 162B | 1% |
| Annual Yield % from dividends | 0.11 | 1.34 | 8% |
| Returns for 1 year | -7.32 | -0.84 | 876% |
| Returns for 3 years | 11.94 | 30.09 | 40% |
| Returns for 5 years | -3.81 | 39.47 | -10% |
| Returns for 10 years | 11.29 | 122.69 | 9% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement