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JUSMX vs VSMAX
JUSMX vs VSMAX Comparison
Open Charts JUSMX vs VSMAX
JPMorgan US Small Company R6
Price$18.76
Change-$0.02 (-0.11%)
VolumeN/A
Net Assets948.86M
Vanguard Small Cap Index Admiral Shares
Price$120.15
Change-$0.18 (-0.15%)
VolumeN/A
Net Assets154.18B
JUSMX vs VSMAX Comparison Chart in %
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JUSMX vs. VSMAX commentary
Sep 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 JUSMX is a StrongBuy and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 154B vs. JUSMX (949M). VSMAX pays higher dividends than JUSMX: VSMAX (1.31) vs JUSMX (0.51). 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 : 10.81 vs. JUSMX (-0.28). VSMAX return over 5 years is better than : 63.88 vs. JUSMX (15.01).
| 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 | 4.275 | 4.666 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 949M | 154B | 1% |
| Annual Yield % from dividends | 0.51 | 1.31 | 39% |
| Returns for 1 year | -0.28 | 10.81 | -3% |
| Returns for 3 years | 18.24 | 35.98 | 51% |
| Returns for 5 years | 15.01 | 63.88 | 23% |
| Returns for 10 years | 25.12 | 134.18 | 19% |
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