Ad is loading...
JUSRX vs VTSMX
JUSRX vs VTSMX Comparison
Open Charts JUSRX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$143.99
Change-$2.73 (-1.86%)
VolumeN/A
Net Assets1.84T
JUSRX vs VTSMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JUSRX vs. VTSMX commentary
Feb 23, 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 VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. JUSRX (32.4B). VTSMX pays higher dividends than JUSRX: VTSMX (1.26) vs JUSRX (0.79). JUSRX was incepted earlier than VTSMX: JUSRX (19 years) vs VTSMX (33 years). JUSRX is a more actively managed with annual turnover of: 47.00 vs. VTSMX (2.00). JUSRX has a lower initial minimum investment than VTSMX: JUSRX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 17.60 vs. JUSRX (11.48). VTSMX return over 5 years is better than : 74.84 vs. JUSRX (53.36).
| JUSRX | VTSMX | JUSRX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 33 years | - |
| Gain YTD | 1.445 | 2.121 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.4B | 1.84T | 2% |
| Annual Yield % from dividends | 0.79 | 1.26 | 63% |
| Returns for 1 year | 11.48 | 17.60 | 65% |
| Returns for 3 years | 27.59 | 36.78 | 75% |
| Returns for 5 years | 53.36 | 74.84 | 71% |
| Returns for 10 years | 79.64 | 180.15 | 44% |
View a ticker or compare two or three
VS
VS
Ad is loading...