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JUSQX vs VSMAX
JUSQX vs VSMAX Comparison
Open Charts JUSQX vs VSMAX
JPMorgan US Small Company R4
Price$19.73
Change+$0.24 (+1.23%)
VolumeN/A
Net Assets974.4M
Vanguard Small Cap Index Admiral Shares
Price$124.02
Change+$0.81 (+0.66%)
VolumeN/A
Net Assets162.36B
JUSQX vs VSMAX Comparison Chart in %
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JUSQX vs. VSMAX commentary
Oct 27, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 162B vs. JUSQX (974M). 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 : 9.37 vs. JUSQX (3.27). VSMAX return over 5 years is better than : 57.94 vs. JUSQX (12.41).
| 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 | 10.532 | 7.949 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 974M | 162B | 1% |
| Annual Yield % from dividends | 0.29 | 1.34 | 22% |
| Returns for 1 year | 3.27 | 9.37 | 35% |
| Returns for 3 years | 24.26 | 42.43 | 57% |
| Returns for 5 years | 12.41 | 57.94 | 21% |
| Returns for 10 years | N/A | 139.15 | - |
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