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JMUEX vs VTSAX
JMUEX vs VTSAX Comparison
Open Charts JMUEX vs VTSAX
JMUEX vs VTSAX Comparison Chart in %
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JMUEX vs. VTSAX commentary
Jun 14, 2026
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 Hold and VTSAX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 2.31T vs. JMUEX (33.4B). VTSAX pays higher dividends than JMUEX: VTSAX (1.00) vs JMUEX (0.52). JMUEX was incepted earlier than VTSAX: JMUEX (33 years) vs VTSAX (26 years). JMUEX (0.56) is less costly to investors than VTSAX (0.04). JMUEX is a more actively managed with annual turnover of: 39.00 vs. VTSAX (3.00). 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 : 22.87 vs. JMUEX (10.15). VTSAX return over 5 years is better than : 65.71 vs. JMUEX (33.00).
| JMUEX | VTSAX | JMUEX / VTSAX | |
| Total Expense Ratio | 0.56 | 0.04 | 1,400% |
| Annual Report Gross Expense Ratio | 0.56 | 0.04 | 1,400% |
| Fund Existence | 33 years | 26 years | - |
| Gain YTD | 3.195 | 8.796 | 36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 3000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 33.4B | 2.31T | 1% |
| Annual Yield % from dividends | 0.52 | 1.00 | 52% |
| Returns for 1 year | 10.15 | 22.87 | 44% |
| Returns for 3 years | 44.78 | 68.21 | 66% |
| Returns for 5 years | 33.00 | 65.71 | 50% |
| Returns for 10 years | 116.29 | 257.91 | 45% |
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