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JUSYX vs VSMAX
JUSYX vs VSMAX Comparison
Open Charts JUSYX vs VSMAX
JPMorgan US Small Company R5
Price$16.69
Change-$0.31 (-1.82%)
VolumeN/A
Net Assets884.86M
Vanguard Small Cap Index Admiral Shares
Price$110.03
Change-$1.80 (-1.61%)
VolumeN/A
Net Assets147.56B
JUSYX vs VSMAX Comparison Chart
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JUSYX vs. VSMAX commentary
Jun 16, 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 Hold and VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. JUSYX (885M). VSMAX pays higher dividends than JUSYX: VSMAX (1.48) vs JUSYX (0.49). 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 : 5.22 vs. JUSYX (-8.15). VSMAX return over 5 years is better than : 63.38 vs. JUSYX (14.78).
| 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 | -6.812 | -4.364 | 156% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 885M | 148B | 1% |
| Annual Yield % from dividends | 0.49 | 1.48 | 33% |
| Returns for 1 year | -8.15 | 5.22 | -156% |
| Returns for 3 years | 10.73 | 31.37 | 34% |
| Returns for 5 years | 14.78 | 63.38 | 23% |
| Returns for 10 years | N/A | 93.38 | - |
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