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JUSMX vs VSMAX
JUSMX vs VSMAX Comparison
Open Charts JUSMX vs VSMAX
JPMorgan US Small Company R6
Price$18.91
Change+$0.06 (+0.32%)
VolumeN/A
Net Assets973.54M
Vanguard Small Cap Index Admiral Shares
Price$126.20
Change+$0.28 (+0.22%)
VolumeN/A
Net Assets163.34B
JUSMX vs VSMAX Comparison Chart in %
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JUSMX vs. VSMAX commentary
Dec 25, 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 Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 163B vs. JUSMX (974M). VSMAX pays higher dividends than JUSMX: VSMAX (1.32) vs JUSMX (0.48). 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 : 8.23 vs. JUSMX (3.67). VSMAX return over 5 years is better than : 36.49 vs. JUSMX (-6.14).
| 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 | 4.997 | 9.847 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 974M | 163B | 1% |
| Annual Yield % from dividends | 0.48 | 1.32 | 36% |
| Returns for 1 year | 3.67 | 8.23 | 45% |
| Returns for 3 years | 25.63 | 44.94 | 57% |
| Returns for 5 years | -6.14 | 36.49 | -17% |
| Returns for 10 years | 27.03 | 143.87 | 19% |
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