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JTUAX vs VSMAX
JTUAX vs VSMAX Comparison
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JTUAX vs VSMAX Comparison Chart in %
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JTUAX vs. VSMAX commentary
Jun 24, 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 Buy and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 183B vs. JTUAX (1.11B). 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 : 32.17 vs. VSMAX (27.70). VSMAX return over 5 years is better than : 33.78 vs. JTUAX (-9.15).
| JTUAX | VSMAX | JTUAX / VSMAX | |
| Total Expense Ratio | 1.19 | 0.05 | 2,380% |
| Annual Report Gross Expense Ratio | 1.22 | 0.05 | 2,440% |
| Fund Existence | 19 years | 26 years | - |
| Gain YTD | 21.526 | 15.390 | 140% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.11B | 183B | 1% |
| Annual Yield % from dividends | 0.02 | 1.19 | 2% |
| Returns for 1 year | 32.17 | 27.70 | 116% |
| Returns for 3 years | 40.50 | 57.54 | 70% |
| Returns for 5 years | -9.15 | 33.78 | -27% |
| Returns for 10 years | 45.64 | 173.79 | 26% |
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