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JUSQX vs VSMAX
JUSQX vs VSMAX Comparison
Open Charts JUSQX vs VSMAX
JPMorgan US Small Company R4
Price$19.49
Change+$0.08 (+0.41%)
VolumeN/A
Net Assets992.37M
Vanguard Small Cap Index Admiral Shares
Price$130.42
Change+$7.86 (+6.41%)
VolumeN/A
Net Assets162.31B
JUSQX vs VSMAX Comparison Chart in %
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JUSQX 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 JUSQX is a Hold and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 162B vs. JUSQX (992M). VSMAX pays higher dividends than JUSQX: VSMAX (1.27) vs JUSQX (0.21). 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 : 10.71 vs. JUSQX (8.18). VSMAX return over 5 years is better than : 31.93 vs. JUSQX (-12.67).
| 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 | 6.970 | 5.535 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 992M | 162B | 1% |
| Annual Yield % from dividends | 0.21 | 1.27 | 17% |
| Returns for 1 year | 8.18 | 10.71 | 76% |
| Returns for 3 years | 16.14 | 33.11 | 49% |
| Returns for 5 years | -12.67 | 31.93 | -40% |
| Returns for 10 years | N/A | 186.87 | - |
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