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JUSMX vs VSMAX
JUSMX vs VSMAX Comparison
Open Charts JUSMX vs VSMAX
JPMorgan US Small Company R6
Price$19.00
Change-$0.55 (-2.81%)
VolumeN/A
Net Assets921.78M
Vanguard Small Cap Index Admiral Shares
Price$119.94
Change-$2.71 (-2.21%)
VolumeN/A
Net Assets161.58B
JUSMX vs VSMAX Comparison Chart in %
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JUSMX vs. VSMAX commentary
Nov 14, 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 JUSMX is a Hold and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 162B vs. JUSMX (922M). VSMAX pays higher dividends than JUSMX: VSMAX (1.34) vs JUSMX (0.49). JUSMX was incepted earlier than VSMAX: JUSMX (14 years) vs VSMAX (25 years). JUSMX (0.72) is less costly to investors than VSMAX (0.05). JUSMX is a more actively managed with annual turnover of: 104.00 vs. VSMAX (13.00). VSMAX has a lower initial minimum investment than JUSMX: VSMAX (3000) vs JUSMX (15000000). VSMAX annual gain was more profitable for investors over the last year : -0.30 vs. JUSMX (-7.24). VSMAX return over 5 years is better than : 45.13 vs. JUSMX (2.84).
| JUSMX | VSMAX | JUSMX / VSMAX | |
| Total Expense Ratio | 0.72 | 0.05 | 1,440% |
| Annual Report Gross Expense Ratio | 0.72 | 0.05 | 1,440% |
| Fund Existence | 14 years | 25 years | - |
| Gain YTD | 5.497 | 4.398 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 922M | 162B | 1% |
| Annual Yield % from dividends | 0.49 | 1.34 | 36% |
| Returns for 1 year | -7.24 | -0.30 | 2,374% |
| Returns for 3 years | 14.63 | 31.99 | 46% |
| Returns for 5 years | 2.84 | 45.13 | 6% |
| Returns for 10 years | 21.54 | 130.64 | 16% |