JTUAX
Price
$20.92
Change
+$0.20 (+0.97%)
Updated
Jun 2 closing price
Net Assets
1.07B
VSMAX
Price
$141.51
Change
+$1.12 (+0.80%)
Updated
Jun 2 closing price
Net Assets
177.42B
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JTUAX vs VSMAX

Header iconJTUAX vs VSMAX Comparison
Open Charts JTUAX vs VSMAXBanner chart's image
JTUAX vs VSMAX Comparison Chart in %
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VS
JTUAX vs. VSMAX commentary
Jun 04, 2026

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 Buy.

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FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 177B vs. JTUAX (1.07B). VSMAX pays higher dividends than JTUAX: VSMAX (1.19) vs JTUAX (0.02). JTUAX was incepted earlier than VSMAX: JTUAX (19 years) vs VSMAX (26 years). JTUAX (1.22) is less costly to investors than VSMAX (0.05). JTUAX is a more actively managed with annual turnover of: 46.00 vs. VSMAX (17.00). JTUAX has a lower initial minimum investment than VSMAX: JTUAX (1000) vs VSMAX (3000). JTUAX annual gain was more profitable for investors over the last year : 30.68 vs. VSMAX (28.97). VSMAX return over 5 years is better than : 33.53 vs. JTUAX (-11.91).
JTUAXVSMAXJTUAX / VSMAX
Total Expense Ratio1.190.052,380%
Annual Report Gross Expense Ratio1.220.052,440%
Fund Existence19 years26 years-
Gain YTD17.99513.705131%
Front Load5%N/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets1.07B177B1%
Annual Yield % from dividends0.021.192%
Returns for 1 year30.6828.97106%
Returns for 3 years36.9654.9867%
Returns for 5 years-11.9133.53-36%
Returns for 10 years36.51161.2323%
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