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JTUCX vs VSMAX
JTUCX vs VSMAX Comparison
Open Charts JTUCX vs VSMAX
JPMorgan US Small Company C
Price$13.39
Change+$0.23 (+1.75%)
VolumeN/A
Net Assets835.3M
Vanguard Small Cap Index Admiral Shares
Price$103.15
Change+$2.18 (+2.16%)
VolumeN/A
Net Assets143.36B
JTUCX vs VSMAX Comparison Chart
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JTUCX vs. VSMAX commentary
Apr 25, 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 Buy and VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 143B vs. JTUCX (835M). 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 : -2.34 vs. JTUCX (-15.70). VSMAX return over 5 years is better than : 71.79 vs. JTUCX (8.85).
| 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 | -14.545 | -12.239 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 835M | 143B | 1% |
| Annual Yield % from dividends | 0.00 | 1.52 | - |
| Returns for 1 year | -15.70 | -2.34 | 670% |
| Returns for 3 years | -14.21 | 4.74 | -300% |
| Returns for 5 years | 8.85 | 71.79 | 12% |
| Returns for 10 years | -19.61 | 79.09 | -25% |
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