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JUEQX vs VTSMX
JUEQX vs VTSMX Comparison
Open Charts JUEQX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$154.79
Change-$0.98 (-0.63%)
VolumeN/A
Net Assets1.91T
JUEQX vs VTSMX Comparison Chart in %
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JUEQX vs. VTSMX commentary
Sep 01, 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 JUEQX is a Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. JUEQX (34.6B). VTSMX pays higher dividends than JUEQX: VTSMX (1.07) vs JUEQX (0.42). JUEQX was incepted earlier than VTSMX: JUEQX (9 years) vs VTSMX (33 years). JUEQX (0.72) is less costly to investors than VTSMX (0.14). JUEQX is a more actively managed with annual turnover of: 53.00 vs. VTSMX (2.00). JUEQX has a lower initial minimum investment than VTSMX: JUEQX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 15.49 vs. JUEQX (8.93). VTSMX return over 5 years is better than : 79.73 vs. JUEQX (50.04).
| JUEQX | VTSMX | JUEQX / VTSMX | |
| Total Expense Ratio | 0.69 | 0.14 | 493% |
| Annual Report Gross Expense Ratio | 0.72 | 0.14 | 514% |
| Fund Existence | 9 years | 33 years | - |
| Gain YTD | 10.019 | 9.827 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 34.6B | 1.91T | 2% |
| Annual Yield % from dividends | 0.42 | 1.07 | 39% |
| Returns for 1 year | 8.93 | 15.49 | 58% |
| Returns for 3 years | 49.67 | 59.48 | 84% |
| Returns for 5 years | 50.04 | 79.73 | 63% |
| Returns for 10 years | N/A | 232.22 | - |
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