Ad is loading...
JMUEX vs VSMPX
JMUEX vs VSMPX Comparison
Open Charts JMUEX vs VSMPX
Vanguard Total Stock Mkt Idx Instl Pls
Price$239.19
Change+$4.17 (+1.77%)
VolumeN/A
Net Assets1.7T
JMUEX vs VSMPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JMUEX vs. VSMPX commentary
Apr 12, 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 JMUEX is a Buy and VSMPX is a Hold.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.7T vs. JMUEX (28.2B). VSMPX pays higher dividends than JMUEX: VSMPX (1.37) vs JMUEX (0.64). JMUEX was incepted earlier than VSMPX: JMUEX (32 years) vs VSMPX (10 years). JMUEX (0.57) is less costly to investors than VSMPX (0.02). JMUEX is a more actively managed with annual turnover of: 53.00 vs. VSMPX (2.00). JMUEX has a lower initial minimum investment than VSMPX: JMUEX (3000000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 0.32 vs. JMUEX (-4.23). VSMPX return over 5 years is better than : 85.42 vs. JMUEX (58.98).
| JMUEX | VSMPX | JMUEX / VSMPX | |
| Total Expense Ratio | 0.57 | 0.02 | 2,850% |
| Annual Report Gross Expense Ratio | 0.57 | 0.02 | 2,850% |
| Fund Existence | 32 years | 10 years | - |
| Gain YTD | -10.750 | -11.144 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 100000000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28.2B | 1.7T | 2% |
| Annual Yield % from dividends | 0.64 | 1.37 | 47% |
| Returns for 1 year | -4.23 | 0.32 | -1,334% |
| Returns for 3 years | 11.11 | 17.06 | 65% |
| Returns for 5 years | 58.98 | 85.42 | 69% |
| Returns for 10 years | 59.71 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...