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JUSYX vs VSMAX
JUSYX vs VSMAX Comparison
Open Charts JUSYX vs VSMAX
JPMorgan US Small Company R5
Price$17.95
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
JUSYX vs VSMAX Comparison Chart in %
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JUSYX 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 JUSYX is a Buy and VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. JUSYX (947M). VSMAX pays higher dividends than JUSYX: VSMAX (1.40) vs JUSYX (0.47). JUSYX was incepted earlier than VSMAX: JUSYX (9 years) vs VSMAX (25 years). JUSYX (0.82) is less costly to investors than VSMAX (0.05). JUSYX is a more actively managed with annual turnover of: 61.00 vs. VSMAX (13.00). JUSYX has a lower initial minimum investment than VSMAX: JUSYX (0) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : 12.25 vs. JUSYX (-0.67). VSMAX return over 5 years is better than : 69.54 vs. JUSYX (21.80).
| JUSYX | VSMAX | JUSYX / VSMAX | |
| Total Expense Ratio | 0.82 | 0.05 | 1,640% |
| Annual Report Gross Expense Ratio | 0.82 | 0.05 | 1,640% |
| Fund Existence | 9 years | 25 years | - |
| Gain YTD | 0.223 | 1.447 | 15% |
| 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 | 0.47 | 1.40 | 34% |
| Returns for 1 year | -0.67 | 12.25 | -5% |
| Returns for 3 years | 18.24 | 37.95 | 48% |
| Returns for 5 years | 21.80 | 69.54 | 31% |
| Returns for 10 years | N/A | 109.34 | - |
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