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JUSMX vs VSMAX
JUSMX vs VSMAX Comparison
Open Charts JUSMX vs VSMAX
JPMorgan US Small Company R6
Price$17.74
Change-$0.11 (-0.62%)
VolumeN/A
Net Assets905.14M
Vanguard Small Cap Index Admiral Shares
Price$115.38
Change-$0.34 (-0.29%)
VolumeN/A
Net Assets154.18B
JUSMX vs VSMAX Comparison Chart in %
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JUSMX vs. VSMAX commentary
Aug 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 Hold and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 154B vs. JUSMX (905M). VSMAX pays higher dividends than JUSMX: VSMAX (1.37) vs JUSMX (0.54). 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 : 11.56 vs. JUSMX (0.29). VSMAX return over 5 years is better than : 55.27 vs. JUSMX (9.38).
| 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 | -0.888 | 0.656 | -135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 905M | 154B | 1% |
| Annual Yield % from dividends | 0.54 | 1.37 | 39% |
| Returns for 1 year | 0.29 | 11.56 | 3% |
| Returns for 3 years | 5.68 | 24.25 | 23% |
| Returns for 5 years | 9.38 | 55.27 | 17% |
| Returns for 10 years | 10.71 | 111.53 | 10% |