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JUSQX vs VSMAX
JUSQX vs VSMAX Comparison
Open Charts JUSQX vs VSMAX
JPMorgan US Small Company R4
Price$18.62
Change-$0.09 (-0.48%)
VolumeN/A
Net Assets968.48M
Vanguard Small Cap Index Admiral Shares
Price$125.96
Change-$0.24 (-0.19%)
VolumeN/A
Net Assets163.34B
JUSQX vs VSMAX Comparison Chart in %
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JUSQX vs. VSMAX commentary
Dec 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 JUSQX is a Buy and VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 163B vs. JUSQX (968M). VSMAX pays higher dividends than JUSQX: VSMAX (1.32) vs JUSQX (0.28). 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: 104.00 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 : 7.57 vs. JUSQX (2.03). VSMAX return over 5 years is better than : 36.24 vs. JUSQX (-7.76).
| 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 | 4.314 | 9.638 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 968M | 163B | 1% |
| Annual Yield % from dividends | 0.28 | 1.32 | 21% |
| Returns for 1 year | 2.03 | 7.57 | 27% |
| Returns for 3 years | 24.84 | 45.14 | 55% |
| Returns for 5 years | -7.76 | 36.24 | -21% |
| Returns for 10 years | N/A | 142.15 | - |
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