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JADGX vs VTSMX
JADGX vs VTSMX Comparison
Open Charts JADGX vs VTSMX
Janus Henderson Growth And Income S
Price$67.86
Change+$0.54 (+0.80%)
VolumeN/A
Net Assets6.86B
Vanguard Total Stock Mkt Idx I
Price$135.37
Change+$0.98 (+0.73%)
VolumeN/A
Net Assets1.72T
JADGX vs VTSMX Comparison Chart
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JADGX vs. VTSMX commentary
May 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 JADGX is a Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. JADGX (6.86B). VTSMX pays higher dividends than JADGX: VTSMX (1.26) vs JADGX (0.48). JADGX was incepted earlier than VTSMX: JADGX (16 years) vs VTSMX (33 years). JADGX (1.14) is less costly to investors than VTSMX (0.14). JADGX is a more actively managed with annual turnover of: 27.00 vs. VTSMX (2.00). JADGX has a lower initial minimum investment than VTSMX: JADGX (2500) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 7.85 vs. JADGX (-5.03). VTSMX return over 5 years is better than : 87.92 vs. JADGX (35.71).
| JADGX | VTSMX | JADGX / VTSMX | |
| Total Expense Ratio | 1.12 | 0.14 | 800% |
| Annual Report Gross Expense Ratio | 1.14 | 0.14 | 814% |
| Fund Existence | 16 years | 33 years | - |
| Gain YTD | -1.494 | -4.660 | 32% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.86B | 1.72T | 0% |
| Annual Yield % from dividends | 0.48 | 1.26 | 38% |
| Returns for 1 year | -5.03 | 7.85 | -64% |
| Returns for 3 years | 4.25 | 39.37 | 11% |
| Returns for 5 years | 35.71 | 87.92 | 41% |
| Returns for 10 years | 53.76 | 162.78 | 33% |
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