JUSRX
Price
$27.30
Change
-$0.11 (-0.40%)
Updated
Aug 15 closing price
Net Assets
34.79B
VTSAX
Price
$154.04
Change
-$0.41 (-0.27%)
Updated
Aug 15 closing price
Net Assets
1.91T
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JUSRX vs VTSAX

Header iconJUSRX vs VTSAX Comparison
Open Charts JUSRX vs VTSAXBanner chart's image
JPMorgan US Equity R5
Price$27.30
Change-$0.11 (-0.40%)
VolumeN/A
Net Assets34.79B
Vanguard Total Stock Mkt Idx Adm
Price$154.04
Change-$0.41 (-0.27%)
VolumeN/A
Net Assets1.91T
JUSRX vs VTSAX Comparison Chart in %
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JUSRX vs. VTSAX commentary
Aug 16, 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 Buy and VTSAX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.91T vs. JUSRX (34.8B). VTSAX pays higher dividends than JUSRX: VTSAX (1.18) vs JUSRX (0.55). JUSRX was incepted earlier than VTSAX: JUSRX (19 years) vs VTSAX (25 years). JUSRX (0.57) is less costly to investors than VTSAX (0.04). JUSRX is a more actively managed with annual turnover of: 53.00 vs. VTSAX (2.00). JUSRX has a lower initial minimum investment than VTSAX: JUSRX (0) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 16.53 vs. JUSRX (10.02). VTSAX return over 5 years is better than : 86.35 vs. JUSRX (58.12).
JUSRXVTSAXJUSRX / VTSAX
Total Expense Ratio0.540.041,350%
Annual Report Gross Expense Ratio0.570.041,425%
Fund Existence19 years25 years-
Gain YTD10.2859.566108%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets34.8B1.91T2%
Annual Yield % from dividends0.551.1847%
Returns for 1 year10.0216.5361%
Returns for 3 years39.6147.2184%
Returns for 5 years58.1286.3567%
Returns for 10 years96.17203.9847%
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