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JMUEX vs VTSAX
JMUEX vs VTSAX Comparison
Open Charts JMUEX vs VTSAX
Vanguard Total Stock Mkt Idx Adm
Price$127.49
Change+$2.22 (+1.77%)
VolumeN/A
Net Assets1.7T
JMUEX vs VTSAX Comparison Chart
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JMUEX vs. VTSAX 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 VTSAX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.7T vs. JMUEX (28.2B). VTSAX pays higher dividends than JMUEX: VTSAX (1.35) vs JMUEX (0.64). JMUEX was incepted earlier than VTSAX: JMUEX (32 years) vs VTSAX (24 years). JMUEX (0.57) is less costly to investors than VTSAX (0.04). JMUEX is a more actively managed with annual turnover of: 53.00 vs. VTSAX (2.00). VTSAX has a lower initial minimum investment than JMUEX: VTSAX (3000) vs JMUEX (3000000). VTSAX annual gain was more profitable for investors over the last year : 0.31 vs. JMUEX (-4.23). VTSAX return over 5 years is better than : 85.36 vs. JMUEX (58.98).
| JMUEX | VTSAX | JMUEX / VTSAX | |
| Total Expense Ratio | 0.57 | 0.04 | 1,425% |
| Annual Report Gross Expense Ratio | 0.57 | 0.04 | 1,425% |
| Fund Existence | 32 years | 24 years | - |
| Gain YTD | -10.750 | -11.147 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 3000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28.2B | 1.7T | 2% |
| Annual Yield % from dividends | 0.64 | 1.35 | 47% |
| Returns for 1 year | -4.23 | 0.31 | -1,361% |
| Returns for 3 years | 11.11 | 17.02 | 65% |
| Returns for 5 years | 58.98 | 85.36 | 69% |
| Returns for 10 years | 59.71 | 145.82 | 41% |