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JTUAX vs VSMAX
JTUAX vs VSMAX Comparison
Open Charts JTUAX vs VSMAX
JPMorgan US Small Company A
Price$17.33
Change-$0.19 (-1.08%)
VolumeN/A
Net Assets925.72M
Vanguard Small Cap Index Admiral Shares
Price$117.94
Change-$0.23 (-0.19%)
VolumeN/A
Net Assets154.18B
JTUAX vs VSMAX Comparison Chart in %
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JTUAX vs. VSMAX commentary
Aug 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 JTUAX is a StrongBuy and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 154B vs. JTUAX (926M). VSMAX pays higher dividends than JTUAX: VSMAX (1.37) vs JTUAX (0.12). JTUAX was incepted earlier than VSMAX: JTUAX (18 years) vs VSMAX (25 years). JTUAX (1.23) is less costly to investors than VSMAX (0.05). JTUAX is a more actively managed with annual turnover of: 61.00 vs. VSMAX (13.00). JTUAX has a lower initial minimum investment than VSMAX: JTUAX (1000) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : 9.30 vs. JTUAX (-4.82). VSMAX return over 5 years is better than : 59.00 vs. JTUAX (6.31).
| JTUAX | VSMAX | JTUAX / VSMAX | |
| Total Expense Ratio | 1.19 | 0.05 | 2,380% |
| Annual Report Gross Expense Ratio | 1.23 | 0.05 | 2,460% |
| Fund Existence | 18 years | 25 years | - |
| Gain YTD | 0.464 | 2.787 | 17% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 926M | 154B | 1% |
| Annual Yield % from dividends | 0.12 | 1.37 | 9% |
| Returns for 1 year | -4.82 | 9.30 | -52% |
| Returns for 3 years | 4.60 | 24.34 | 19% |
| Returns for 5 years | 6.31 | 59.00 | 11% |
| Returns for 10 years | 12.17 | 125.47 | 10% |
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