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JUSSX vs VSMAX
JUSSX vs VSMAX Comparison
Open Charts JUSSX vs VSMAX
JPMorgan US Small Company L
Price$19.05
Change+$0.08 (+0.42%)
VolumeN/A
Net Assets956.56M
Vanguard Small Cap Index Admiral Shares
Price$122.47
Change+$0.86 (+0.71%)
VolumeN/A
Net Assets161.26B
JUSSX vs VSMAX Comparison Chart in %
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JUSSX vs. VSMAX commentary
Sep 09, 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 JUSSX is a Buy and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 161B vs. JUSSX (957M). VSMAX pays higher dividends than JUSSX: VSMAX (1.31) vs JUSSX (0.42). JUSSX was incepted earlier than VSMAX: JUSSX (32 years) vs VSMAX (25 years). JUSSX (0.82) is less costly to investors than VSMAX (0.05). JUSSX is a more actively managed with annual turnover of: 61.00 vs. VSMAX (13.00). VSMAX has a lower initial minimum investment than JUSSX: VSMAX (3000) vs JUSSX (3000000). VSMAX annual gain was more profitable for investors over the last year : 13.64 vs. JUSSX (2.08). VSMAX return over 5 years is better than : 66.80 vs. JUSSX (16.27).
| JUSSX | VSMAX | JUSSX / VSMAX | |
| Total Expense Ratio | 0.82 | 0.05 | 1,640% |
| Annual Report Gross Expense Ratio | 0.82 | 0.05 | 1,640% |
| Fund Existence | 32 years | 25 years | - |
| Gain YTD | 5.775 | 6.527 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 3000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 957M | 161B | 1% |
| Annual Yield % from dividends | 0.42 | 1.31 | 32% |
| Returns for 1 year | 2.08 | 13.64 | 15% |
| Returns for 3 years | 21.30 | 39.35 | 54% |
| Returns for 5 years | 16.27 | 66.80 | 24% |
| Returns for 10 years | 23.61 | 132.90 | 18% |
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