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JUSYX vs VSMAX
JUSYX vs VSMAX Comparison
Open Charts JUSYX vs VSMAX
JPMorgan US Small Company R5
Price$18.87
Change+$0.23 (+1.23%)
VolumeN/A
Net Assets953.06M
Vanguard Small Cap Index Admiral Shares
Price$122.47
Change+$0.86 (+0.71%)
VolumeN/A
Net Assets161.26B
JUSYX vs VSMAX Comparison Chart in %
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JUSYX vs. VSMAX commentary
Sep 07, 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 JUSYX is a StrongBuy and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 161B vs. JUSYX (953M). VSMAX pays higher dividends than JUSYX: VSMAX (1.31) vs JUSYX (0.44). JUSYX was incepted earlier than VSMAX: JUSYX (9 years) vs VSMAX (25 years). JUSYX (0.82) is less costly to investors than VSMAX (0.05). JUSYX is a more actively managed with annual turnover of: 61.00 vs. VSMAX (13.00). JUSYX has a lower initial minimum investment than VSMAX: JUSYX (0) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : 13.64 vs. JUSYX (1.62). VSMAX return over 5 years is better than : 66.80 vs. JUSYX (15.56).
| JUSYX | VSMAX | JUSYX / VSMAX | |
| Total Expense Ratio | 0.82 | 0.05 | 1,640% |
| Annual Report Gross Expense Ratio | 0.82 | 0.05 | 1,640% |
| Fund Existence | 9 years | 25 years | - |
| Gain YTD | 5.360 | 6.527 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 953M | 161B | 1% |
| Annual Yield % from dividends | 0.44 | 1.31 | 33% |
| Returns for 1 year | 1.62 | 13.64 | 12% |
| Returns for 3 years | 20.60 | 39.35 | 52% |
| Returns for 5 years | 15.56 | 66.80 | 23% |
| Returns for 10 years | N/A | 132.90 | - |
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