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JUSMX vs VSMAX
JUSMX vs VSMAX Comparison
Open Charts JUSMX vs VSMAX
JPMorgan US Small Company R6
Price$19.63
Change-$0.21 (-1.06%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Adm
Price$113.13
Change-$0.77 (-0.68%)
VolumeN/A
CapitalizationN/A
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VS
VS
JUSMX vs VSMAX Comparison Chart
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JUSMX vs. VSMAX commentary
Sep 21, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 149B vs. JUSMX (1.05B). VSMAX pays higher dividends than JUSMX: VSMAX (1.42) vs JUSMX (0.55). JUSMX was incepted earlier than VSMAX: JUSMX (13 years) vs VSMAX (24 years). JUSMX is a more actively managed with annual turnover of: 83.00 vs. VSMAX (12.00). VSMAX has a lower initial minimum investment than JUSMX: VSMAX (3000) vs JUSMX (15000000). JUSMX annual gain was more profitable for investors over the last year : 27.00 vs. VSMAX (25.54). VSMAX return over 5 years is better than : 53.45 vs. JUSMX (21.01).
| JUSMX | VSMAX | JUSMX / VSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 24 years | - |
| Gain YTD | 12.881 | 10.898 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.05B | 149B | 1% |
| Annual Yield % from dividends | 0.55 | 1.42 | 39% |
| Returns for 1 year | 27.00 | 25.54 | 106% |
| Returns for 3 years | -15.06 | 8.91 | -169% |
| Returns for 5 years | 21.01 | 53.45 | 39% |
| Returns for 10 years | 30.77 | 121.55 | 25% |
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