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JUSQX vs VSMAX
JUSQX vs VSMAX Comparison
Open Charts JUSQX vs VSMAX
JPMorgan US Small Company R4
Price$16.12
Change+$0.26 (+1.64%)
VolumeN/A
Net Assets857.17M
Vanguard Small Cap Index Admiral Shares
Price$107.05
Change+$1.66 (+1.58%)
VolumeN/A
Net Assets139.54B
JUSQX vs VSMAX Comparison Chart
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JUSQX vs. VSMAX commentary
May 09, 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 JUSQX is a Buy and VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 140B vs. JUSQX (857M). VSMAX pays higher dividends than JUSQX: VSMAX (1.56) vs JUSQX (0.35). JUSQX was incepted earlier than VSMAX: JUSQX (9 years) vs VSMAX (25 years). JUSQX (0.97) is less costly to investors than VSMAX (0.05). JUSQX is a more actively managed with annual turnover of: 61.00 vs. VSMAX (13.00). JUSQX has a lower initial minimum investment than VSMAX: JUSQX (0) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : -0.07 vs. JUSQX (-13.42). VSMAX return over 5 years is better than : 65.26 vs. JUSQX (13.25).
| JUSQX | VSMAX | JUSQX / VSMAX | |
| Total Expense Ratio | 0.97 | 0.05 | 1,940% |
| Annual Report Gross Expense Ratio | 0.97 | 0.05 | 1,940% |
| Fund Existence | 9 years | 25 years | - |
| Gain YTD | -11.148 | -8.397 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 857M | 140B | 1% |
| Annual Yield % from dividends | 0.35 | 1.56 | 23% |
| Returns for 1 year | -13.42 | -0.07 | 18,637% |
| Returns for 3 years | 1.80 | 20.37 | 9% |
| Returns for 5 years | 13.25 | 65.26 | 20% |
| Returns for 10 years | N/A | 88.31 | - |
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