Interact to see
Advertisement
Advertisement
JUSQX vs VSMAX
JUSQX vs VSMAX Comparison
Open Charts JUSQX vs VSMAX
JPMorgan US Small Company R4
Price$17.87
Change+$0.16 (+0.90%)
VolumeN/A
Net Assets946.55M
Vanguard Small Cap Index Admiral Shares
Price$116.63
Change+$0.83 (+0.72%)
VolumeN/A
Net Assets147.56B
JUSQX vs VSMAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JUSQX vs. VSMAX commentary
Jul 07, 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: 148B vs. JUSQX (947M). 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 : 12.25 vs. JUSQX (-0.83). VSMAX return over 5 years is better than : 69.54 vs. JUSQX (20.86).
| 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 | 0.112 | 1.447 | 8% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 947M | 148B | 1% |
| Annual Yield % from dividends | 0.32 | 1.40 | 23% |
| Returns for 1 year | -0.83 | 12.25 | -7% |
| Returns for 3 years | 17.85 | 37.95 | 47% |
| Returns for 5 years | 20.86 | 69.54 | 30% |
| Returns for 10 years | N/A | 109.34 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement