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JUESX vs VTSMX
JUESX vs VTSMX Comparison
Open Charts JUESX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$141.25
Change-$1.87 (-1.31%)
VolumeN/A
CapitalizationN/A
JUESX vs VTSMX Comparison Chart
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JUESX vs. VTSMX commentary
Nov 18, 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 StrongSell.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.73T vs. JUESX (32.6B). 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). JUESX annual gain was more profitable for investors over the last year : 32.15 vs. VTSMX (30.52). VTSMX return over 5 years is better than : 83.72 vs. JUESX (62.46).
| 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 | 25.745 | 22.392 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.6B | 1.73T | 2% |
| Annual Yield % from dividends | 0.68 | 1.26 | 54% |
| Returns for 1 year | 32.15 | 30.52 | 105% |
| Returns for 3 years | 11.87 | 19.91 | 60% |
| Returns for 5 years | 62.46 | 83.72 | 75% |
| Returns for 10 years | 80.70 | 186.07 | 43% |
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