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JUEAX vs VTSMX
JUEAX vs VTSMX Comparison
Open Charts JUEAX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$139.56
Change-$0.01 (-0.01%)
VolumeN/A
Net Assets1.72T
JUEAX vs VTSMX Comparison Chart
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JUEAX vs. VTSMX commentary
May 23, 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: 1.72T vs. JUEAX (31.2B). VTSMX pays higher dividends than JUEAX: VTSMX (1.26) vs JUEAX (0.26). 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 : 11.08 vs. JUEAX (3.96). VTSMX return over 5 years is better than : 96.32 vs. JUEAX (62.67).
| 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 | -0.081 | 0.767 | -11% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 31.2B | 1.72T | 2% |
| Annual Yield % from dividends | 0.26 | 1.26 | 20% |
| Returns for 1 year | 3.96 | 11.08 | 36% |
| Returns for 3 years | 38.72 | 49.86 | 78% |
| Returns for 5 years | 62.67 | 96.32 | 65% |
| Returns for 10 years | 70.85 | 174.58 | 41% |
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