JUSRX
Price
$22.09
Change
-$0.10 (-0.45%)
Updated
Apr 17 closing price
Net Assets
27.92B
VSMPX
Price
$236.35
Change
+$0.56 (+0.24%)
Updated
Apr 17 closing price
Net Assets
1.7T
Ad is loading...

JUSRX vs VSMPX

Header iconJUSRX vs VSMPX Comparison
Open Charts JUSRX vs VSMPXBanner chart's image
JPMorgan US Equity R5
Price$22.09
Change-$0.10 (-0.45%)
VolumeN/A
Net Assets27.92B
Vanguard Total Stock Mkt Idx Instl Pls
Price$236.35
Change+$0.56 (+0.24%)
VolumeN/A
Net Assets1.7T
JUSRX vs VSMPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
JUSRX vs. VSMPX commentary
Apr 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 JUSRX is a Hold and VSMPX is a Buy.

Ad is loading...
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.7T vs. JUSRX (27.9B). VSMPX pays higher dividends than JUSRX: VSMPX (1.37) vs JUSRX (0.64). JUSRX was incepted earlier than VSMPX: JUSRX (19 years) vs VSMPX (10 years). JUSRX (0.57) is less costly to investors than VSMPX (0.02). JUSRX is a more actively managed with annual turnover of: 53.00 vs. VSMPX (2.00). JUSRX has a lower initial minimum investment than VSMPX: JUSRX (0) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 4.61 vs. JUSRX (-1.72). VSMPX return over 5 years is better than : 81.44 vs. JUSRX (51.93).
JUSRXVSMPXJUSRX / VSMPX
Total Expense Ratio0.540.022,700%
Annual Report Gross Expense Ratio0.570.022,850%
Fund Existence19 years10 years-
Gain YTD-11.267-10.641106%
Front LoadN/AN/A-
Min. Initial Investment0100000000-
Min. Initial Investment IRAN/AN/A-
Net Assets27.9B1.7T2%
Annual Yield % from dividends0.641.3747%
Returns for 1 year-1.724.61-37%
Returns for 3 years10.1917.8557%
Returns for 5 years51.9381.4464%
Returns for 10 years58.80N/A-
View a ticker or compare two or three
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
HTGC17.540.31
+1.80%
Hercules Capital
RYI22.220.35
+1.60%
RYERSON HOLDING Corp
NWSA25.860.19
+0.74%
News Corp
PEBK25.72-0.19
-0.73%
Peoples Bancorp of North Carolina
GCTK0.16-0.01
-3.05%
GlucoTrack Inc