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JUEMX vs VSMPX
JUEMX vs VSMPX Comparison
Open Charts JUEMX vs VSMPX
Vanguard Total Stock Mkt Idx Instl Pls
Price$265.08
Change-$8.59 (-3.14%)
VolumeN/A
CapitalizationN/A
JUEMX vs VSMPX Comparison Chart
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JUEMX vs. VSMPX 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 JUEMX is a Buy and VSMPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.84T vs. JUEMX (33.2B). VSMPX pays higher dividends than JUEMX: VSMPX (1.36) vs JUEMX (0.88). JUEMX was incepted earlier than VSMPX: JUEMX (14 years) vs VSMPX (10 years). JUEMX is a more actively managed with annual turnover of: 47.00 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 : 26.92 vs. JUEMX (22.60). VSMPX return over 5 years is better than : 84.20 vs. JUEMX (67.15).
| JUEMX | VSMPX | JUEMX / VSMPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 10 years | - |
| Gain YTD | 21.484 | 26.405 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 100000000 | 15% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 33.2B | 1.84T | 2% |
| Annual Yield % from dividends | 0.88 | 1.36 | 65% |
| Returns for 1 year | 22.60 | 26.92 | 84% |
| Returns for 3 years | 21.99 | 27.92 | 79% |
| Returns for 5 years | 67.15 | 84.20 | 80% |
| Returns for 10 years | 90.37 | N/A | - |
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