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JUEAX vs VTSMX
JUEAX vs VTSMX Comparison
Open Charts JUEAX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$141.25
Change-$1.87 (-1.31%)
VolumeN/A
CapitalizationN/A
JUEAX vs VTSMX Comparison Chart
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JUEAX vs. VTSMX commentary
Nov 18, 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 JUEAX is a StrongSell and VTSMX is a StrongSell.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.73T vs. JUEAX (32.6B). VTSMX pays higher dividends than JUEAX: VTSMX (1.26) vs JUEAX (0.46). JUEAX was incepted earlier than VTSMX: JUEAX (23 years) vs VTSMX (33 years). JUEAX is a more actively managed with annual turnover of: 47.00 vs. VTSMX (2.00). JUEAX has a lower initial minimum investment than VTSMX: JUEAX (1000) vs VTSMX (3000). JUEAX (31.72) and VTSMX (30.52) have marching annual gain over last year. VTSMX return over 5 years is better than : 83.72 vs. JUEAX (60.61).
| JUEAX | VTSMX | JUEAX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 33 years | - |
| Gain YTD | 25.442 | 22.392 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.6B | 1.73T | 2% |
| Annual Yield % from dividends | 0.46 | 1.26 | 37% |
| Returns for 1 year | 31.72 | 30.52 | 104% |
| Returns for 3 years | 11.24 | 19.91 | 56% |
| Returns for 5 years | 60.61 | 83.72 | 72% |
| Returns for 10 years | 77.11 | 186.07 | 41% |