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JUEAX vs VTSMX
JUEAX vs VTSMX Comparison
Open Charts JUEAX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$125.95
Change+$0.29 (+0.23%)
VolumeN/A
Net Assets1.7T
JUEAX vs VTSMX Comparison Chart
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JUEAX vs. VTSMX commentary
Apr 18, 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 JUEAX is a Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.7T vs. JUEAX (28B). VTSMX pays higher dividends than JUEAX: VTSMX (1.25) vs JUEAX (0.25). JUEAX was incepted earlier than VTSMX: JUEAX (24 years) vs VTSMX (33 years). JUEAX (0.97) is less costly to investors than VTSMX (0.14). JUEAX is a more actively managed with annual turnover of: 53.00 vs. VTSMX (2.00). JUEAX has a lower initial minimum investment than VTSMX: JUEAX (1000) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 4.35 vs. JUEAX (-0.15). VTSMX return over 5 years is better than : 80.93 vs. JUEAX (53.31).
| JUEAX | VTSMX | JUEAX / VTSMX | |
| Total Expense Ratio | 0.94 | 0.14 | 671% |
| Annual Report Gross Expense Ratio | 0.97 | 0.14 | 693% |
| Fund Existence | 24 years | 33 years | - |
| Gain YTD | -8.940 | -10.853 | 82% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28B | 1.7T | 2% |
| Annual Yield % from dividends | 0.25 | 1.25 | 20% |
| Returns for 1 year | -0.15 | 4.35 | -3% |
| Returns for 3 years | 12.14 | 17.53 | 69% |
| Returns for 5 years | 53.31 | 80.93 | 66% |
| Returns for 10 years | 59.08 | 145.67 | 41% |
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