JAMEX
Price
$32.96
Change
+$0.20 (+0.61%)
Updated
Apr 2 closing price
Net Assets
55.45M
VSMPX
Price
$253.95
Change
+$2.02 (+0.80%)
Updated
Apr 2 closing price
Net Assets
1.81T
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JAMEX vs VSMPX

Header iconJAMEX vs VSMPX Comparison
Open Charts JAMEX vs VSMPXBanner chart's image
Jamestown Equity
Price$32.96
Change+$0.20 (+0.61%)
VolumeN/A
Net Assets55.45M
Vanguard Total Stock Mkt Idx Instl Pls
Price$253.95
Change+$2.02 (+0.80%)
VolumeN/A
Net Assets1.81T
JAMEX vs VSMPX Comparison Chart
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VS
JAMEX vs. VSMPX commentary
Apr 03, 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 JAMEX is a Buy and VSMPX is a Hold.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.81T vs. JAMEX (55.5M). VSMPX pays higher dividends than JAMEX: VSMPX (1.37) vs JAMEX (0.75). JAMEX was incepted earlier than VSMPX: JAMEX (32 years) vs VSMPX (10 years). JAMEX (1.04) is less costly to investors than VSMPX (0.02). JAMEX is a more actively managed with annual turnover of: 9.00 vs. VSMPX (2.00). JAMEX has a lower initial minimum investment than VSMPX: JAMEX (5000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 7.37 vs. JAMEX (2.96). VSMPX return over 5 years is better than : 124.51 vs. JAMEX (84.26).
JAMEXVSMPXJAMEX / VSMPX
Total Expense Ratio1.040.025,200%
Annual Report Gross Expense Ratio1.040.025,200%
Fund Existence32 years10 years-
Gain YTD-4.150-4.75187%
Front LoadN/AN/A-
Min. Initial Investment50001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets55.5M1.81T0%
Annual Yield % from dividends0.751.3755%
Returns for 1 year2.967.3740%
Returns for 3 years7.1921.0634%
Returns for 5 years84.26124.5168%
Returns for 10 years63.02N/A-
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