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JUSPX vs VSMAX
JUSPX vs VSMAX Comparison
Open Charts JUSPX vs VSMAX
JPMorgan US Small Company R3
Price$18.00
Change+$0.09 (+0.50%)
VolumeN/A
Net Assets956.56M
Vanguard Small Cap Index Admiral Shares
Price$122.62
Change+$0.15 (+0.12%)
VolumeN/A
Net Assets161.26B
JUSPX vs VSMAX Comparison Chart in %
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JUSPX vs. VSMAX commentary
Sep 09, 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 Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 161B vs. JUSPX (957M). VSMAX pays higher dividends than JUSPX: VSMAX (1.31) vs JUSPX (0.09). 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 : 13.64 vs. JUSPX (1.23). VSMAX return over 5 years is better than : 66.80 vs. JUSPX (12.27).
| 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 | 5.516 | 6.527 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 957M | 161B | 1% |
| Annual Yield % from dividends | 0.09 | 1.31 | 7% |
| Returns for 1 year | 1.23 | 13.64 | 9% |
| Returns for 3 years | 19.42 | 39.35 | 49% |
| Returns for 5 years | 12.27 | 66.80 | 18% |
| Returns for 10 years | N/A | 132.90 | - |