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JUEAX vs VTSMX
JUEAX vs VTSMX Comparison
Open Charts JUEAX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$149.99
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
JUEAX vs VTSMX Comparison Chart in %
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JUEAX vs. VTSMX commentary
Jul 04, 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: 1.82T vs. JUEAX (32.4B). VTSMX pays higher dividends than JUEAX: VTSMX (1.12) vs JUEAX (0.22). 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 : 12.91 vs. JUEAX (5.84). VTSMX return over 5 years is better than : 93.92 vs. JUEAX (61.29).
| 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 | 5.539 | 5.513 | 100% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.4B | 1.82T | 2% |
| Annual Yield % from dividends | 0.22 | 1.12 | 19% |
| Returns for 1 year | 5.84 | 12.91 | 45% |
| Returns for 3 years | 49.01 | 60.70 | 81% |
| Returns for 5 years | 61.29 | 93.92 | 65% |
| Returns for 10 years | 84.36 | 195.50 | 43% |
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