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JUESX vs VTSMX
JUESX vs VTSMX Comparison
Open Charts JUESX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$136.92
Change-$0.33 (-0.24%)
VolumeN/A
CapitalizationN/A
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JUESX vs VTSMX Comparison Chart
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JUESX vs. VTSMX 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 JUESX is a StrongSell and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. JUESX (32.3B). VTSMX pays higher dividends than JUESX: VTSMX (1.26) vs JUESX (0.68). JUESX was incepted earlier than VTSMX: JUESX (23 years) vs VTSMX (32 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). JUESX annual gain was more profitable for investors over the last year : 27.48 vs. VTSMX (25.89). VTSMX return over 5 years is better than : 82.93 vs. JUESX (61.60).
| JUESX | VTSMX | JUESX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 32 years | - |
| Gain YTD | 19.407 | 16.884 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.3B | 1.72T | 2% |
| Annual Yield % from dividends | 0.68 | 1.26 | 54% |
| Returns for 1 year | 27.48 | 25.89 | 106% |
| Returns for 3 years | 14.82 | 21.33 | 69% |
| Returns for 5 years | 61.60 | 82.93 | 74% |
| Returns for 10 years | 74.41 | 178.97 | 42% |
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