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JMUEX vs VTSMX
JMUEX vs VTSMX Comparison
Open Charts JMUEX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$136.92
Change-$0.33 (-0.24%)
VolumeN/A
CapitalizationN/A
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JMUEX vs VTSMX Comparison Chart
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JMUEX vs. VTSMX commentary
Sep 21, 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 StrongSell and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. JMUEX (32.3B). VTSMX pays higher dividends than JMUEX: VTSMX (1.26) vs JMUEX (0.79). JMUEX was incepted earlier than VTSMX: JMUEX (31 years) vs VTSMX (32 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). VTSMX annual gain was more profitable for investors over the last year : 31.53 vs. JMUEX (27.67). VTSMX return over 5 years is better than : 85.64 vs. JMUEX (62.69).
| JMUEX | VTSMX | JMUEX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 31 years | 32 years | - |
| Gain YTD | 19.530 | 18.617 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 3000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.3B | 1.72T | 2% |
| Annual Yield % from dividends | 0.79 | 1.26 | 63% |
| Returns for 1 year | 27.67 | 31.53 | 88% |
| Returns for 3 years | 15.24 | 25.35 | 60% |
| Returns for 5 years | 62.69 | 85.64 | 73% |
| Returns for 10 years | 76.45 | 187.59 | 41% |
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