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JUEZX vs VTSMX
JUEZX vs VTSMX Comparison
Open Charts JUEZX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$136.92
Change-$0.33 (-0.24%)
VolumeN/A
CapitalizationN/A
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JUEZX vs VTSMX Comparison Chart
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JUEZX 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 JUEZX is a StrongSell and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. JUEZX (32.3B). VTSMX pays higher dividends than JUEZX: VTSMX (1.26) vs JUEZX (0.27). JUEZX was incepted earlier than VTSMX: JUEZX (16 years) vs VTSMX (32 years). JUEZX is a more actively managed with annual turnover of: 47.00 vs. VTSMX (2.00). JUEZX has a lower initial minimum investment than VTSMX: JUEZX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 31.53 vs. JUEZX (26.84). VTSMX return over 5 years is better than : 85.64 vs. JUEZX (57.69).
| JUEZX | VTSMX | JUEZX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 32 years | - |
| Gain YTD | 18.965 | 18.617 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.3B | 1.72T | 2% |
| Annual Yield % from dividends | 0.27 | 1.26 | 21% |
| Returns for 1 year | 26.84 | 31.53 | 85% |
| Returns for 3 years | 13.42 | 25.35 | 53% |
| Returns for 5 years | 57.69 | 85.64 | 67% |
| Returns for 10 years | 66.71 | 187.59 | 36% |
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