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JUSPX vs VSMAX
JUSPX vs VSMAX Comparison
Open Charts JUSPX vs VSMAX
JPMorgan US Small Company R3
Price$16.84
Change-$0.04 (-0.24%)
VolumeN/A
Net Assets905.14M
Vanguard Small Cap Index Admiral Shares
Price$115.38
Change-$0.34 (-0.29%)
VolumeN/A
Net Assets154.18B
JUSPX vs VSMAX Comparison Chart in %
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JUSPX 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 JUSPX is a Hold and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 154B vs. JUSPX (905M). VSMAX pays higher dividends than JUSPX: VSMAX (1.37) vs JUSPX (0.10). JUSPX was incepted earlier than VSMAX: JUSPX (9 years) vs VSMAX (25 years). JUSPX (1.22) is less costly to investors than VSMAX (0.05). JUSPX is a more actively managed with annual turnover of: 61.00 vs. VSMAX (13.00). JUSPX has a lower initial minimum investment than VSMAX: JUSPX (0) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : 11.56 vs. JUSPX (-1.98). VSMAX return over 5 years is better than : 55.27 vs. JUSPX (5.47).
| JUSPX | VSMAX | JUSPX / VSMAX | |
| Total Expense Ratio | 1.22 | 0.05 | 2,440% |
| Annual Report Gross Expense Ratio | 1.22 | 0.05 | 2,440% |
| Fund Existence | 9 years | 25 years | - |
| Gain YTD | -0.939 | 0.656 | -143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 905M | 154B | 1% |
| Annual Yield % from dividends | 0.10 | 1.37 | 7% |
| Returns for 1 year | -1.98 | 11.56 | -17% |
| Returns for 3 years | 4.83 | 24.25 | 20% |
| Returns for 5 years | 5.47 | 55.27 | 10% |
| Returns for 10 years | N/A | 111.53 | - |
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