JUSMX
Price
$21.68
Change
+$0.14 (+0.65%)
Updated
Sep 17 closing price
Net Assets
1.1B
VSMAX
Price
$139.43
Change
+$0.94 (+0.68%)
Updated
Sep 17 closing price
Net Assets
185.27B
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JUSMX vs VSMAX

JUSMX vs VSMAX Comparison Chart in %
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VS
JUSMX vs. VSMAX commentary
Sep 18, 2026

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.

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FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 185B vs. JUSMX (1.1B). VSMAX pays higher dividends than JUSMX: VSMAX (1.20) vs JUSMX (0.37). JUSMX was incepted earlier than VSMAX: JUSMX (15 years) vs VSMAX (26 years). JUSMX (0.72) is less costly to investors than VSMAX (0.05). JUSMX is a more actively managed with annual turnover of: 97.00 vs. VSMAX (17.00). 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 : 13.58 vs. JUSMX (12.65). VSMAX return over 5 years is better than : 31.62 vs. JUSMX (-7.84).
JUSMXVSMAXJUSMX / VSMAX
Total Expense Ratio0.720.051,440%
Annual Report Gross Expense Ratio0.720.051,440%
Fund Existence15 years26 years-
Gain YTD17.00212.246139%
Front LoadN/AN/A-
Min. Initial Investment150000003000500,000%
Min. Initial Investment IRAN/AN/A-
Net Assets1.1B185B1%
Annual Yield % from dividends0.371.2031%
Returns for 1 year12.6513.5893%
Returns for 3 years36.5949.8773%
Returns for 5 years-7.8431.62-25%
Returns for 10 years35.64149.2024%
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