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JUSQX vs VSMAX
JUSQX vs VSMAX Comparison
Open Charts JUSQX vs VSMAX
JPMorgan US Small Company R4
Price$18.86
Change+$0.08 (+0.43%)
VolumeN/A
Net Assets956.56M
Vanguard Small Cap Index Admiral Shares
Price$122.47
Change+$0.86 (+0.71%)
VolumeN/A
Net Assets161.26B
JUSQX vs VSMAX Comparison Chart in %
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JUSQX vs. VSMAX commentary
Sep 08, 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 Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 161B vs. JUSQX (957M). VSMAX pays higher dividends than JUSQX: VSMAX (1.31) vs JUSQX (0.30). 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 : 13.64 vs. JUSQX (1.85). VSMAX return over 5 years is better than : 66.80 vs. JUSQX (15.17).
| 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 | 5.658 | 6.527 | 87% |
| 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 | 0.30 | 1.31 | 23% |
| Returns for 1 year | 1.85 | 13.64 | 14% |
| Returns for 3 years | 20.75 | 39.35 | 53% |
| Returns for 5 years | 15.17 | 66.80 | 23% |
| Returns for 10 years | N/A | 132.90 | - |
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