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JUSMX vs VSMAX
JUSMX vs VSMAX Comparison
Open Charts JUSMX vs VSMAX
JPMorgan US Small Company R6
Price$19.51
Change-$0.25 (-1.27%)
VolumeN/A
Net Assets982.41M
Vanguard Small Cap Index Admiral Shares
Price$122.50
Change-$1.24 (-1.00%)
VolumeN/A
Net Assets162.36B
JUSMX vs VSMAX Comparison Chart in %
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JUSMX vs. VSMAX commentary
Oct 08, 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: 162B vs. JUSMX (982M). VSMAX pays higher dividends than JUSMX: VSMAX (1.34) vs JUSMX (0.49). 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 : 10.45 vs. JUSMX (3.45). VSMAX return over 5 years is better than : 59.14 vs. JUSMX (13.58).
| 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 | 9.717 | 7.706 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 982M | 162B | 1% |
| Annual Yield % from dividends | 0.49 | 1.34 | 37% |
| Returns for 1 year | 3.45 | 10.45 | 33% |
| Returns for 3 years | 31.19 | 48.67 | 64% |
| Returns for 5 years | 13.58 | 59.14 | 23% |
| Returns for 10 years | 27.57 | 134.44 | 21% |
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