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JUSMX vs VSMAX
JUSMX vs VSMAX Comparison
Open Charts JUSMX vs VSMAX
JPMorgan US Small Company R6
Price$19.70
Change+$0.07 (+0.36%)
VolumeN/A
Net Assets992.37M
Vanguard Small Cap Index Admiral Shares
Price$130.42
Change+$7.86 (+6.41%)
VolumeN/A
Net Assets162.31B
JUSMX vs VSMAX Comparison Chart in %
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JUSMX vs. VSMAX commentary
Feb 04, 2026
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 StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 162B vs. JUSMX (992M). VSMAX pays higher dividends than JUSMX: VSMAX (1.27) vs JUSMX (0.41). 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 : 10.71 vs. JUSMX (8.57). VSMAX return over 5 years is better than : 31.93 vs. JUSMX (-11.39).
| 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 | 7.007 | 5.535 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 992M | 162B | 1% |
| Annual Yield % from dividends | 0.41 | 1.27 | 32% |
| Returns for 1 year | 8.57 | 10.71 | 80% |
| Returns for 3 years | 17.18 | 33.11 | 52% |
| Returns for 5 years | -11.39 | 31.93 | -36% |
| Returns for 10 years | 54.06 | 186.87 | 29% |
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