Interact to see
Advertisement
Advertisement
JTUCX vs VSMAX
JTUCX vs VSMAX Comparison
Open Charts JTUCX vs VSMAX
JPMorgan US Small Company C
Price$15.36
Change+$0.13 (+0.85%)
VolumeN/A
Net Assets946.55M
Vanguard Small Cap Index Admiral Shares
Price$116.63
Change+$0.83 (+0.72%)
VolumeN/A
Net Assets147.56B
JTUCX vs VSMAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JTUCX 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 JTUCX is a Buy and VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. JTUCX (947M). VSMAX pays higher dividends than JTUCX: VSMAX (1.40) vs JTUCX (0.00). JTUCX was incepted earlier than VSMAX: JTUCX (18 years) vs VSMAX (25 years). JTUCX (1.76) is less costly to investors than VSMAX (0.05). JTUCX is a more actively managed with annual turnover of: 61.00 vs. VSMAX (13.00). JTUCX has a lower initial minimum investment than VSMAX: JTUCX (1000) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : 12.25 vs. JTUCX (-2.66). VSMAX return over 5 years is better than : 69.54 vs. JTUCX (11.55).
| JTUCX | VSMAX | JTUCX / VSMAX | |
| Total Expense Ratio | 1.69 | 0.05 | 3,380% |
| Annual Report Gross Expense Ratio | 1.76 | 0.05 | 3,520% |
| Fund Existence | 18 years | 25 years | - |
| Gain YTD | -0.260 | 1.447 | -18% |
| Front Load | N/A | 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 | 0.00 | 1.40 | - |
| Returns for 1 year | -2.66 | 12.25 | -22% |
| Returns for 3 years | 13.69 | 37.95 | 36% |
| Returns for 5 years | 11.55 | 69.54 | 17% |
| Returns for 10 years | -6.17 | 109.34 | -6% |