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JUSMX vs VSMAX
JUSMX vs VSMAX Comparison
Open Charts JUSMX vs VSMAX
JUSMX vs VSMAX Comparison Chart in %
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JUSMX vs. VSMAX commentary
Aug 01, 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.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 189B vs. JUSMX (1.08B). VSMAX pays higher dividends than JUSMX: VSMAX (1.18) vs JUSMX (0.36). 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: 46.00 vs. VSMAX (17.00). 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 : 25.09 vs. VSMAX (22.88). VSMAX return over 5 years is better than : 35.44 vs. JUSMX (-3.86).
| 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 | 15 years | 26 years | - |
| Gain YTD | 20.315 | 14.864 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.08B | 189B | 1% |
| Annual Yield % from dividends | 0.36 | 1.18 | 30% |
| Returns for 1 year | 25.09 | 22.88 | 110% |
| Returns for 3 years | 29.93 | 43.76 | 68% |
| Returns for 5 years | -3.86 | 35.44 | -11% |
| Returns for 10 years | 43.91 | 156.58 | 28% |
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