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JUSMX vs VSMAX
JUSMX vs VSMAX Comparison
Open Charts JUSMX vs VSMAX
JPMorgan US Small Company R6
Price$19.48
Change-$0.10 (-0.51%)
VolumeN/A
Net Assets967.56M
Vanguard Small Cap Index Admiral Shares
Price$121.32
Change-$0.03 (-0.02%)
VolumeN/A
Net Assets162.36B
JUSMX vs VSMAX Comparison Chart in %
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JUSMX 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 JUSMX is a Buy and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 162B vs. JUSMX (968M). 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 : 4.95 vs. JUSMX (-1.90). VSMAX return over 5 years is better than : 55.46 vs. JUSMX (11.28).
| 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 | 8.162 | 5.599 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 968M | 162B | 1% |
| Annual Yield % from dividends | 0.49 | 1.34 | 37% |
| Returns for 1 year | -1.90 | 4.95 | -38% |
| Returns for 3 years | 24.75 | 42.02 | 59% |
| Returns for 5 years | 11.28 | 55.46 | 20% |
| Returns for 10 years | 25.30 | 130.86 | 19% |
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