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JUSMX vs VSMAX
JUSMX vs VSMAX Comparison
Open Charts JUSMX vs VSMAX
JPMorgan US Small Company R6
Price$16.29
Change+$0.27 (+1.69%)
VolumeN/A
Net Assets857.17M
Vanguard Small Cap Index Admiral Shares
Price$107.05
Change+$1.66 (+1.58%)
VolumeN/A
Net Assets139.54B
JUSMX vs VSMAX Comparison Chart
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JUSMX vs. VSMAX commentary
May 09, 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 JUSMX is a Buy and VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 140B vs. JUSMX (857M). VSMAX pays higher dividends than JUSMX: VSMAX (1.56) vs JUSMX (0.60). JUSMX was incepted earlier than VSMAX: JUSMX (14 years) vs VSMAX (25 years). JUSMX (0.72) is less costly to investors than VSMAX (0.05). JUSMX is a more actively managed with annual turnover of: 61.00 vs. VSMAX (13.00). VSMAX has a lower initial minimum investment than JUSMX: VSMAX (3000) vs JUSMX (15000000). VSMAX annual gain was more profitable for investors over the last year : -0.07 vs. JUSMX (-13.15). VSMAX return over 5 years is better than : 65.26 vs. JUSMX (14.85).
| JUSMX | VSMAX | JUSMX / VSMAX | |
| Total Expense Ratio | 0.72 | 0.05 | 1,440% |
| Annual Report Gross Expense Ratio | 0.72 | 0.05 | 1,440% |
| Fund Existence | 14 years | 25 years | - |
| Gain YTD | -11.049 | -8.397 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 857M | 140B | 1% |
| Annual Yield % from dividends | 0.60 | 1.56 | 38% |
| Returns for 1 year | -13.15 | -0.07 | 18,256% |
| Returns for 3 years | 2.46 | 20.37 | 12% |
| Returns for 5 years | 14.85 | 65.26 | 23% |
| Returns for 10 years | -2.21 | 88.31 | -3% |
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