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JTUAX vs VSMAX
JTUAX vs VSMAX Comparison
Open Charts JTUAX vs VSMAX
JPMorgan US Small Company A
Price$18.78
Change+$0.05 (+0.27%)
VolumeN/A
Net Assets992.37M
Vanguard Small Cap Index Admiral Shares
Price$130.42
Change+$7.86 (+6.41%)
VolumeN/A
Net Assets162.31B
JTUAX vs VSMAX Comparison Chart in %
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JTUAX vs. VSMAX commentary
Feb 05, 2026
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 Hold and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 162B vs. JTUAX (992M). VSMAX pays higher dividends than JTUAX: VSMAX (1.27) vs JTUAX (0.02). JTUAX was incepted earlier than VSMAX: JTUAX (18 years) vs VSMAX (25 years). JTUAX (1.22) is less costly to investors than VSMAX (0.05). JTUAX is a more actively managed with annual turnover of: 104.00 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 : 10.71 vs. JTUAX (7.59). VSMAX return over 5 years is better than : 31.93 vs. JTUAX (-14.62).
| JTUAX | VSMAX | JTUAX / VSMAX | |
| Total Expense Ratio | 1.19 | 0.05 | 2,380% |
| Annual Report Gross Expense Ratio | 1.22 | 0.05 | 2,440% |
| Fund Existence | 18 years | 25 years | - |
| Gain YTD | 6.948 | 5.535 | 126% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 992M | 162B | 1% |
| Annual Yield % from dividends | 0.02 | 1.27 | 2% |
| Returns for 1 year | 7.59 | 10.71 | 71% |
| Returns for 3 years | 14.76 | 33.11 | 45% |
| Returns for 5 years | -14.62 | 31.93 | -46% |
| Returns for 10 years | 44.49 | 186.87 | 24% |
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