JUEAX | VTSAX | JUEAX / VTSAX | |
Total Expense Ratio | 0.94 | 0.04 | 2,350% |
Annual Report Gross Expense Ratio | 0.97 | 0.04 | 2,425% |
Fund Existence | 24 years | 25 years | - |
Gain YTD | 10.640 | 10.566 | 101% |
Front Load | 5% | N/A | - |
Min. Initial Investment | 1000 | 3000 | 33% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 34.8B | 1.95T | 2% |
Annual Yield % from dividends | 0.21 | 1.16 | 18% |
Returns for 1 year | 11.31 | 18.27 | 62% |
Returns for 3 years | 52.00 | 63.99 | 81% |
Returns for 5 years | 53.05 | 85.33 | 62% |
Returns for 10 years | 102.74 | 225.55 | 46% |
1 Day | |||
---|---|---|---|
ETFs / NAME | Price $ | Chg $ | Chg % |
CHI | 10.48 | 0.06 | +0.58% |
Calamos Convertible Opportunities and Income Fund | |||
FCAL | 48.18 | 0.23 | +0.47% |
First Trust California Muni Hi Inc ETF | |||
DIVS | 31.08 | 0.13 | +0.41% |
SmartETFs Dividend Builder ETF | |||
EFV | 67.12 | 0.22 | +0.33% |
iShares MSCI EAFE Value ETF | |||
LFAN | 138.41 | N/A | N/A |
LifeX 2054 Longevity Income ETF |