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JMUEX vs VTSAX
JMUEX vs VTSAX Comparison
Open Charts JMUEX vs VTSAX
Vanguard Total Stock Mkt Idx Adm
Price$144.14
Change-$0.09 (-0.06%)
VolumeN/A
CapitalizationN/A
JMUEX vs VTSAX Comparison Chart
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JMUEX vs. VTSAX commentary
Nov 14, 2024
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 StrongBuy and VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.73T vs. JMUEX (33.3B). VTSAX pays higher dividends than JMUEX: VTSAX (1.35) vs JMUEX (0.79). JMUEX was incepted earlier than VTSAX: JMUEX (31 years) vs VTSAX (24 years). JMUEX is a more actively managed with annual turnover of: 47.00 vs. VTSAX (2.00). VTSAX has a lower initial minimum investment than JMUEX: VTSAX (3000) vs JMUEX (3000000). JMUEX annual gain was more profitable for investors over the last year : 38.17 vs. VTSAX (33.39). VTSAX return over 5 years is better than : 87.46 vs. JMUEX (68.53).
| JMUEX | VTSAX | JMUEX / VTSAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 31 years | 24 years | - |
| Gain YTD | 28.731 | 24.891 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 3000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 33.3B | 1.73T | 2% |
| Annual Yield % from dividends | 0.79 | 1.35 | 59% |
| Returns for 1 year | 38.17 | 33.39 | 114% |
| Returns for 3 years | 15.52 | 22.82 | 68% |
| Returns for 5 years | 68.53 | 87.46 | 78% |
| Returns for 10 years | 87.73 | 194.07 | 45% |
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