Ad is loading...
JMUEX vs VTSMX
JMUEX vs VTSMX Comparison
Open Charts JMUEX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$144.10
Change-$0.10 (-0.07%)
VolumeN/A
CapitalizationN/A
JMUEX vs VTSMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JMUEX vs. VTSMX 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.73T vs. JMUEX (33.3B). VTSMX pays higher dividends than JMUEX: VTSMX (1.26) vs JMUEX (0.79). JMUEX was incepted earlier than VTSMX: JMUEX (31 years) vs VTSMX (33 years). JMUEX is a more actively managed with annual turnover of: 47.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than JMUEX: VTSMX (3000) vs JMUEX (3000000). JMUEX (38.17) and VTSMX (36.46) have marching annual gain over last year. VTSMX return over 5 years is better than : 89.01 vs. JMUEX (68.53).
| JMUEX | VTSMX | JMUEX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 31 years | 33 years | - |
| Gain YTD | 28.731 | 24.948 | 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 | 1.26 | 63% |
| Returns for 1 year | 38.17 | 36.46 | 105% |
| Returns for 3 years | 15.52 | 22.89 | 68% |
| Returns for 5 years | 68.53 | 89.01 | 77% |
| Returns for 10 years | 87.73 | 193.59 | 45% |
View a ticker or compare two or three
VS
VS
Ad is loading...