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JUSRX vs VTSMX
JUSRX vs VTSMX Comparison
Open Charts JUSRX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$125.95
Change+$0.29 (+0.23%)
VolumeN/A
Net Assets1.7T
JUSRX vs VTSMX Comparison Chart
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JUSRX vs. VTSMX 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.7T vs. JUSRX (27.9B). VTSMX pays higher dividends than JUSRX: VTSMX (1.25) vs JUSRX (0.64). JUSRX was incepted earlier than VTSMX: JUSRX (19 years) vs VTSMX (33 years). JUSRX (0.57) is less costly to investors than VTSMX (0.14). JUSRX is a more actively managed with annual turnover of: 53.00 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 : 4.59 vs. JUSRX (-1.72). VTSMX return over 5 years is better than : 81.35 vs. JUSRX (51.93).
| JUSRX | VTSMX | JUSRX / VTSMX | |
| Total Expense Ratio | 0.54 | 0.14 | 386% |
| Annual Report Gross Expense Ratio | 0.57 | 0.14 | 407% |
| Fund Existence | 19 years | 33 years | - |
| Gain YTD | -11.267 | -10.648 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27.9B | 1.7T | 2% |
| Annual Yield % from dividends | 0.64 | 1.25 | 51% |
| Returns for 1 year | -1.72 | 4.59 | -37% |
| Returns for 3 years | 10.19 | 17.80 | 57% |
| Returns for 5 years | 51.93 | 81.35 | 64% |
| Returns for 10 years | 58.80 | 146.23 | 40% |
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