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JUEZX vs VTSAX
JUEZX vs VTSAX Comparison
Open Charts JUEZX vs VTSAX
Vanguard Total Stock Mkt Idx Adm
Price$144.14
Change-$0.09 (-0.06%)
VolumeN/A
CapitalizationN/A
JUEZX vs VTSAX Comparison Chart
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JUEZX vs. VTSAX commentary
Nov 14, 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 JUEZX is a StrongBuy and VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.73T vs. JUEZX (33.3B). VTSAX pays higher dividends than JUEZX: VTSAX (1.35) vs JUEZX (0.27). JUEZX was incepted earlier than VTSAX: JUEZX (16 years) vs VTSAX (24 years). JUEZX is a more actively managed with annual turnover of: 47.00 vs. VTSAX (2.00). JUEZX has a lower initial minimum investment than VTSAX: JUEZX (0) vs VTSAX (3000). JUEZX annual gain was more profitable for investors over the last year : 37.23 vs. VTSAX (33.39). VTSAX return over 5 years is better than : 87.46 vs. JUEZX (63.33).
| JUEZX | VTSAX | JUEZX / VTSAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 24 years | - |
| Gain YTD | 27.983 | 24.891 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 33.3B | 1.73T | 2% |
| Annual Yield % from dividends | 0.27 | 1.35 | 20% |
| Returns for 1 year | 37.23 | 33.39 | 111% |
| Returns for 3 years | 13.69 | 22.82 | 60% |
| Returns for 5 years | 63.33 | 87.46 | 72% |
| Returns for 10 years | 77.49 | 194.07 | 40% |