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JUESX vs VTSMX
JUESX vs VTSMX Comparison
Open Charts JUESX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$144.16
Change+$1.34 (+0.94%)
VolumeN/A
Net Assets1.78T
JUESX vs VTSMX Comparison Chart
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JUESX vs. VTSMX commentary
Jan 19, 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 JUESX is a Hold and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.78T 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 (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 : 25.24 vs. JUESX (19.93). VTSMX return over 5 years is better than : 76.07 vs. JUESX (55.94).
| 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 | 2.053 | 2.241 | 92% |
| 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 | 1.78T | 2% |
| Annual Yield % from dividends | 0.68 | 1.26 | 54% |
| Returns for 1 year | 19.93 | 25.24 | 79% |
| Returns for 3 years | 21.11 | 28.94 | 73% |
| Returns for 5 years | 55.94 | 76.07 | 74% |
| Returns for 10 years | 88.93 | 194.99 | 46% |