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JUECX vs VTSMX
JUECX vs VTSMX Comparison
Open Charts JUECX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$133.24
Change-$0.86 (-0.64%)
VolumeN/A
Net Assets1.81T
JUECX vs VTSMX Comparison Chart
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JUECX vs. VTSMX commentary
Mar 12, 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 JUECX is a Hold and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.81T vs. JUECX (30.1B). VTSMX pays higher dividends than JUECX: VTSMX (1.15) vs JUECX (0.00). JUECX was incepted earlier than VTSMX: JUECX (24 years) vs VTSMX (33 years). JUECX (1.47) is less costly to investors than VTSMX (0.14). JUECX is a more actively managed with annual turnover of: 53.00 vs. VTSMX (2.00). JUECX has a lower initial minimum investment than VTSMX: JUECX (1000) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 8.61 vs. JUECX (1.15). VTSMX return over 5 years is better than : 121.83 vs. JUECX (81.06).
| JUECX | VTSMX | JUECX / VTSMX | |
| Total Expense Ratio | 1.44 | 0.14 | 1,029% |
| Annual Report Gross Expense Ratio | 1.47 | 0.14 | 1,050% |
| Fund Existence | 24 years | 33 years | - |
| Gain YTD | -6.127 | -4.894 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.1B | 1.81T | 2% |
| Annual Yield % from dividends | 0.00 | 1.15 | - |
| Returns for 1 year | 1.15 | 8.61 | 13% |
| Returns for 3 years | 18.47 | 30.40 | 61% |
| Returns for 5 years | 81.06 | 121.83 | 67% |
| Returns for 10 years | 54.97 | 167.43 | 33% |
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