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JUESX vs VTSMX
JUESX vs VTSMX Comparison
Open Charts JUESX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$141.24
Change-$4.58 (-3.14%)
VolumeN/A
CapitalizationN/A
JUESX vs VTSMX Comparison Chart
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JUESX vs. VTSMX 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 JUESX is a Buy and VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. JUESX (33.1B). VTSMX pays higher dividends than JUESX: VTSMX (1.26) vs JUESX (0.68). JUESX was incepted earlier than VTSMX: JUESX (23 years) vs VTSMX (33 years). JUESX is a more actively managed with annual turnover of: 47.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than JUESX: VTSMX (3000) vs JUESX (1000000). VTSMX annual gain was more profitable for investors over the last year : 26.90 vs. JUESX (22.31). VTSMX return over 5 years is better than : 84.16 vs. JUESX (65.30).
| JUESX | VTSMX | JUESX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 33 years | - |
| Gain YTD | 21.210 | 26.352 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 33.1B | 1.84T | 2% |
| Annual Yield % from dividends | 0.68 | 1.26 | 54% |
| Returns for 1 year | 22.31 | 26.90 | 83% |
| Returns for 3 years | 21.30 | 27.88 | 76% |
| Returns for 5 years | 65.30 | 84.16 | 78% |
| Returns for 10 years | 86.49 | 192.04 | 45% |