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JTUCX vs VSMAX
JTUCX vs VSMAX Comparison
Open Charts JTUCX vs VSMAX
JPMorgan US Small Company C
Price$13.08
Change-$0.94 (-6.70%)
VolumeN/A
Net Assets892.49M
Vanguard Small Cap Index Admiral Shares
Price$101.10
Change-$7.25 (-6.69%)
VolumeN/A
Net Assets153.45B
JTUCX vs VSMAX Comparison Chart
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JTUCX vs. VSMAX commentary
Apr 04, 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 JTUCX is a Hold and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 153B vs. JTUCX (892M). VSMAX pays higher dividends than JTUCX: VSMAX (1.52) vs JTUCX (0.00). JTUCX was incepted earlier than VSMAX: JTUCX (17 years) vs VSMAX (24 years). JTUCX (1.76) is less costly to investors than VSMAX (0.05). JTUCX is a more actively managed with annual turnover of: 61.00 vs. VSMAX (12.00). JTUCX has a lower initial minimum investment than VSMAX: JTUCX (1000) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : 1.20 vs. JTUCX (-13.83). VSMAX return over 5 years is better than : 115.95 vs. JTUCX (35.72).
| JTUCX | VSMAX | JTUCX / VSMAX | |
| Total Expense Ratio | 1.69 | 0.05 | 3,380% |
| Annual Report Gross Expense Ratio | 1.76 | 0.05 | 3,520% |
| Fund Existence | 17 years | 24 years | - |
| Gain YTD | -8.961 | -5.824 | 154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 892M | 153B | 1% |
| Annual Yield % from dividends | 0.00 | 1.52 | - |
| Returns for 1 year | -13.83 | 1.20 | -1,148% |
| Returns for 3 years | -13.40 | 6.53 | -205% |
| Returns for 5 years | 35.72 | 115.95 | 31% |
| Returns for 10 years | -15.34 | 91.10 | -17% |