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JUSQX vs VSMAX
JUSQX vs VSMAX Comparison
Open Charts JUSQX vs VSMAX
JPMorgan US Small Company R4
Price$18.53
Change+$0.07 (+0.38%)
VolumeN/A
Net Assets905.82M
Vanguard Small Cap Index Admiral Shares
Price$117.69
Change+$0.22 (+0.19%)
VolumeN/A
Net Assets161.58B
JUSQX vs VSMAX Comparison Chart in %
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JUSQX vs. VSMAX commentary
Nov 20, 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 Hold and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 162B vs. JUSQX (906M). VSMAX pays higher dividends than JUSQX: VSMAX (1.34) vs JUSQX (0.29). 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: 104.00 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 : -0.53 vs. JUSQX (-6.24). VSMAX return over 5 years is better than : 39.21 vs. JUSQX (-2.35).
| 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 | 3.810 | 2.248 | 169% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 906M | 162B | 1% |
| Annual Yield % from dividends | 0.29 | 1.34 | 22% |
| Returns for 1 year | -6.24 | -0.53 | 1,181% |
| Returns for 3 years | 12.69 | 29.85 | 43% |
| Returns for 5 years | -2.35 | 39.21 | -6% |
| Returns for 10 years | N/A | 122.28 | - |