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JUSQX vs VSMAX
JUSQX vs VSMAX Comparison
Open Charts JUSQX vs VSMAX
JPMorgan US Small Company R4
Price$17.91
Change-$0.05 (-0.28%)
VolumeN/A
Net Assets941.39M
Vanguard Small Cap Index Admiral Shares
Price$117.72
Change-$0.47 (-0.40%)
VolumeN/A
Net Assets153.28B
JUSQX vs VSMAX Comparison Chart in %
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JUSQX vs. VSMAX commentary
Jul 29, 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 JUSQX is a Buy and VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 153B vs. JUSQX (941M). VSMAX pays higher dividends than JUSQX: VSMAX (1.40) vs JUSQX (0.32). JUSQX was incepted earlier than VSMAX: JUSQX (9 years) vs VSMAX (25 years). JUSQX (0.97) is less costly to investors than VSMAX (0.05). JUSQX is a more actively managed with annual turnover of: 61.00 vs. VSMAX (13.00). JUSQX has a lower initial minimum investment than VSMAX: JUSQX (0) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : 6.28 vs. JUSQX (-8.92). VSMAX return over 5 years is better than : 62.46 vs. JUSQX (13.97).
| JUSQX | VSMAX | JUSQX / VSMAX | |
| Total Expense Ratio | 0.97 | 0.05 | 1,940% |
| Annual Report Gross Expense Ratio | 0.97 | 0.05 | 1,940% |
| Fund Existence | 9 years | 25 years | - |
| Gain YTD | 0.336 | 2.395 | 14% |
| 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 | 0.32 | 1.40 | 23% |
| Returns for 1 year | -8.92 | 6.28 | -142% |
| Returns for 3 years | 8.85 | 27.61 | 32% |
| Returns for 5 years | 13.97 | 62.46 | 22% |
| Returns for 10 years | N/A | 111.26 | - |
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