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JMUEX vs VTSMX
JMUEX vs VTSMX Comparison
Open Charts JMUEX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$127.47
Change+$2.22 (+1.77%)
VolumeN/A
Net Assets1.7T
JMUEX vs VTSMX Comparison Chart
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JMUEX vs. VTSMX 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 VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.7T vs. JMUEX (28.2B). VTSMX pays higher dividends than JMUEX: VTSMX (1.25) vs JMUEX (0.64). JMUEX was incepted earlier than VTSMX: JMUEX (32 years) vs VTSMX (33 years). JMUEX (0.57) is less costly to investors than VTSMX (0.14). JMUEX is a more actively managed with annual turnover of: 53.00 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 : 0.30 vs. JMUEX (-4.23). VTSMX return over 5 years is better than : 85.34 vs. JMUEX (58.98).
| JMUEX | VTSMX | JMUEX / VTSMX | |
| Total Expense Ratio | 0.57 | 0.14 | 407% |
| Annual Report Gross Expense Ratio | 0.57 | 0.14 | 407% |
| Fund Existence | 32 years | 33 years | - |
| Gain YTD | -10.750 | -11.144 | 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 | 1.25 | 51% |
| Returns for 1 year | -4.23 | 0.30 | -1,395% |
| Returns for 3 years | 11.11 | 17.00 | 65% |
| Returns for 5 years | 58.98 | 85.34 | 69% |
| Returns for 10 years | 59.71 | 145.28 | 41% |
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