Ad is loading...
JUEMX vs VSMPX
JUEMX vs VSMPX Comparison
Open Charts JUEMX vs VSMPX
Vanguard Total Stock Mkt Idx Instl Pls
Price$236.35
Change+$0.56 (+0.24%)
VolumeN/A
Net Assets1.7T
JUEMX vs VSMPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JUEMX vs. VSMPX commentary
Apr 18, 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 JUEMX is a Hold and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.7T vs. JUEMX (28B). VSMPX pays higher dividends than JUEMX: VSMPX (1.37) vs JUEMX (0.74). JUEMX was incepted earlier than VSMPX: JUEMX (14 years) vs VSMPX (10 years). JUEMX (0.47) is less costly to investors than VSMPX (0.02). JUEMX is a more actively managed with annual turnover of: 53.00 vs. VSMPX (2.00). JUEMX has a lower initial minimum investment than VSMPX: JUEMX (15000000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 4.36 vs. JUEMX (-1.17). VSMPX return over 5 years is better than : 81.01 vs. JUEMX (53.28).
| JUEMX | VSMPX | JUEMX / VSMPX | |
| Total Expense Ratio | 0.44 | 0.02 | 2,200% |
| Annual Report Gross Expense Ratio | 0.47 | 0.02 | 2,350% |
| Fund Existence | 14 years | 10 years | - |
| Gain YTD | -10.812 | -10.853 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 100000000 | 15% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28B | 1.7T | 2% |
| Annual Yield % from dividends | 0.74 | 1.37 | 54% |
| Returns for 1 year | -1.17 | 4.36 | -27% |
| Returns for 3 years | 10.95 | 17.57 | 62% |
| Returns for 5 years | 53.28 | 81.01 | 66% |
| Returns for 10 years | 60.88 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...