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JTUAX vs VSMAX
JTUAX vs VSMAX Comparison
Open Charts JTUAX vs VSMAX
JPMorgan US Small Company A
Price$17.25
Change+$0.15 (+0.88%)
VolumeN/A
Net Assets946.55M
Vanguard Small Cap Index Admiral Shares
Price$116.63
Change+$0.83 (+0.72%)
VolumeN/A
Net Assets147.56B
JTUAX vs VSMAX Comparison Chart in %
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JTUAX vs. VSMAX commentary
Jul 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 JTUAX is a Buy and VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. JTUAX (947M). 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 : 12.25 vs. JTUAX (-1.30). VSMAX return over 5 years is better than : 69.54 vs. JTUAX (18.46).
| 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 | 0.000 | 1.447 | - |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 947M | 148B | 1% |
| Annual Yield % from dividends | 0.12 | 1.40 | 9% |
| Returns for 1 year | -1.30 | 12.25 | -11% |
| Returns for 3 years | 16.84 | 37.95 | 44% |
| Returns for 5 years | 18.46 | 69.54 | 27% |
| Returns for 10 years | 3.18 | 109.34 | 3% |