Ad is loading...
JUEAX vs VTSMX
JUEAX vs VTSMX Comparison
Open Charts JUEAX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$144.16
Change+$1.34 (+0.94%)
VolumeN/A
Net Assets1.78T
JUEAX vs VTSMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JUEAX vs. VTSMX commentary
Jan 19, 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 Hold and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.78T 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). VTSMX annual gain was more profitable for investors over the last year : 25.24 vs. JUEAX (19.59). VTSMX return over 5 years is better than : 76.07 vs. JUEAX (54.17).
| 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 | 2.063 | 2.241 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.6B | 1.78T | 2% |
| Annual Yield % from dividends | 0.46 | 1.26 | 37% |
| Returns for 1 year | 19.59 | 25.24 | 78% |
| Returns for 3 years | 20.46 | 28.94 | 71% |
| Returns for 5 years | 54.17 | 76.07 | 71% |
| Returns for 10 years | 85.20 | 194.99 | 44% |
View a ticker or compare two or three
VS
VS
Ad is loading...