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JUEMX vs VTSAX
JUEMX vs VTSAX Comparison
Open Charts JUEMX vs VTSAX
Vanguard Total Stock Mkt Idx Adm
Price$136.96
Change-$0.34 (-0.25%)
VolumeN/A
CapitalizationN/A
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JUEMX vs VTSAX Comparison Chart
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JUEMX vs. VTSAX commentary
Sep 21, 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 StrongSell and VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.72T vs. JUEMX (32.3B). VTSAX pays higher dividends than JUEMX: VTSAX (1.35) vs JUEMX (0.88). JUEMX was incepted earlier than VTSAX: JUEMX (14 years) vs VTSAX (24 years). JUEMX is a more actively managed with annual turnover of: 47.00 vs. VTSAX (2.00). VTSAX has a lower initial minimum investment than JUEMX: VTSAX (3000) vs JUEMX (15000000). JUEMX annual gain was more profitable for investors over the last year : 27.81 vs. VTSAX (25.89). VTSAX return over 5 years is better than : 82.99 vs. JUEMX (63.37).
| JUEMX | VTSAX | JUEMX / VTSAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 24 years | - |
| Gain YTD | 19.570 | 16.921 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.3B | 1.72T | 2% |
| Annual Yield % from dividends | 0.88 | 1.35 | 65% |
| Returns for 1 year | 27.81 | 25.89 | 107% |
| Returns for 3 years | 15.46 | 21.34 | 72% |
| Returns for 5 years | 63.37 | 82.99 | 76% |
| Returns for 10 years | 77.98 | 179.72 | 43% |