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JUSPX vs VSMAX
JUSPX vs VSMAX Comparison
Open Charts JUSPX vs VSMAX
JPMorgan US Small Company R3
Price$17.12
Change+$0.07 (+0.41%)
VolumeN/A
Net Assets941.39M
Vanguard Small Cap Index Admiral Shares
Price$118.19
Change+$0.72 (+0.61%)
VolumeN/A
Net Assets153.28B
JUSPX vs VSMAX Comparison Chart in %
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JUSPX vs. VSMAX commentary
Jul 28, 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 JUSPX is a Buy and VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 153B vs. JUSPX (941M). VSMAX pays higher dividends than JUSPX: VSMAX (1.40) vs JUSPX (0.10). JUSPX was incepted earlier than VSMAX: JUSPX (9 years) vs VSMAX (25 years). JUSPX (1.22) is less costly to investors than VSMAX (0.05). JUSPX is a more actively managed with annual turnover of: 61.00 vs. VSMAX (13.00). JUSPX has a lower initial minimum investment than VSMAX: JUSPX (0) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : 8.49 vs. JUSPX (-7.76). VSMAX return over 5 years is better than : 66.87 vs. JUSPX (14.28).
| JUSPX | VSMAX | JUSPX / VSMAX | |
| Total Expense Ratio | 1.22 | 0.05 | 2,440% |
| Annual Report Gross Expense Ratio | 1.22 | 0.05 | 2,440% |
| Fund Existence | 9 years | 25 years | - |
| Gain YTD | 0.469 | 2.804 | 17% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 941M | 153B | 1% |
| Annual Yield % from dividends | 0.10 | 1.40 | 7% |
| Returns for 1 year | -7.76 | 8.49 | -91% |
| Returns for 3 years | 12.45 | 34.27 | 36% |
| Returns for 5 years | 14.28 | 66.87 | 21% |
| Returns for 10 years | N/A | 115.21 | - |
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