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JTUAX vs VSMAX
JTUAX vs VSMAX Comparison
Open Charts JTUAX vs VSMAX
JPMorgan US Small Company A
Price$18.58
Change-$0.11 (-0.59%)
VolumeN/A
Net Assets961.51M
Vanguard Small Cap Index Admiral Shares
Price$121.32
Change-$0.03 (-0.02%)
VolumeN/A
Net Assets162.36B
JTUAX vs VSMAX Comparison Chart in %
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JTUAX vs. VSMAX commentary
Oct 19, 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 Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 162B vs. JTUAX (962M). VSMAX pays higher dividends than JTUAX: VSMAX (1.34) vs JTUAX (0.11). 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: 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 : 4.95 vs. JTUAX (-2.70). VSMAX return over 5 years is better than : 55.46 vs. JTUAX (7.48).
| 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 | 7.710 | 5.599 | 138% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 962M | 162B | 1% |
| Annual Yield % from dividends | 0.11 | 1.34 | 8% |
| Returns for 1 year | -2.70 | 4.95 | -55% |
| Returns for 3 years | 22.94 | 42.02 | 55% |
| Returns for 5 years | 7.48 | 55.46 | 13% |
| Returns for 10 years | 18.14 | 130.86 | 14% |