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JUEAX vs VTSMX
JUEAX vs VTSMX Comparison
Open Charts JUEAX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$141.24
Change-$4.58 (-3.14%)
VolumeN/A
CapitalizationN/A
JUEAX vs VTSMX Comparison Chart
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JUEAX vs. VTSMX commentary
Dec 19, 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 Buy and VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. JUEAX (33.1B). 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 : 26.90 vs. JUEAX (21.89). VTSMX return over 5 years is better than : 84.16 vs. JUEAX (63.34).
| 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 | 20.848 | 26.352 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 33.1B | 1.84T | 2% |
| Annual Yield % from dividends | 0.46 | 1.26 | 37% |
| Returns for 1 year | 21.89 | 26.90 | 81% |
| Returns for 3 years | 20.62 | 27.88 | 74% |
| Returns for 5 years | 63.34 | 84.16 | 75% |
| Returns for 10 years | 82.78 | 192.04 | 43% |