Interact to see
Advertisement
Advertisement
JTUAX vs VSMAX
JTUAX vs VSMAX Comparison
Open Charts JTUAX vs VSMAX
JPMorgan US Small Company A
Price$17.33
Change+$0.07 (+0.41%)
VolumeN/A
Net Assets941.39M
Vanguard Small Cap Index Admiral Shares
Price$118.19
Change+$0.72 (+0.61%)
VolumeN/A
Net Assets153.28B
JTUAX vs VSMAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JTUAX vs. VSMAX commentary
Jul 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 JTUAX is a Buy and VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 153B vs. JTUAX (941M). VSMAX pays higher dividends than JTUAX: VSMAX (1.40) 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 : 8.49 vs. JTUAX (-7.65). VSMAX return over 5 years is better than : 66.87 vs. JTUAX (14.86).
| 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 | 2.804 | 17% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 941M | 153B | 1% |
| Annual Yield % from dividends | 0.12 | 1.40 | 9% |
| Returns for 1 year | -7.65 | 8.49 | -90% |
| Returns for 3 years | 12.67 | 34.27 | 37% |
| Returns for 5 years | 14.86 | 66.87 | 22% |
| Returns for 10 years | 5.79 | 115.21 | 5% |