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JUSRX vs VTSMX
JUSRX vs VTSMX Comparison
Open Charts JUSRX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$135.29
Change-$0.08 (-0.06%)
VolumeN/A
Net Assets1.72T
JUSRX vs VTSMX Comparison Chart
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JUSRX vs. VTSMX commentary
May 11, 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 Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. JUSRX (30.1B). VTSMX pays higher dividends than JUSRX: VTSMX (1.26) vs JUSRX (0.65). 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 : 8.01 vs. JUSRX (1.54). VTSMX return over 5 years is better than : 89.29 vs. JUSRX (59.06).
| 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 | -4.318 | -3.965 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.1B | 1.72T | 2% |
| Annual Yield % from dividends | 0.65 | 1.26 | 52% |
| Returns for 1 year | 1.54 | 8.01 | 19% |
| Returns for 3 years | 30.79 | 40.15 | 77% |
| Returns for 5 years | 59.06 | 89.29 | 66% |
| Returns for 10 years | 71.46 | 165.40 | 43% |