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JUSRX vs VTSMX
JUSRX vs VTSMX Comparison
Open Charts JUSRX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$129.60
Change-$2.26 (-1.71%)
VolumeN/A
CapitalizationN/A
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JUSRX vs VTSMX Comparison Chart
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JUSRX vs. VTSMX commentary
Sep 08, 2024
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 (30.4B). VTSMX pays higher dividends than JUSRX: VTSMX (1.26) vs JUSRX (0.79). JUSRX was incepted earlier than VTSMX: JUSRX (18 years) vs VTSMX (32 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). JUSRX annual gain was more profitable for investors over the last year : 24.07 vs. VTSMX (22.23). VTSMX return over 5 years is better than : 79.35 vs. JUSRX (60.00).
| JUSRX | VTSMX | JUSRX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 32 years | - |
| Gain YTD | 16.744 | 14.233 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.4B | 1.72T | 2% |
| Annual Yield % from dividends | 0.79 | 1.26 | 63% |
| Returns for 1 year | 24.07 | 22.23 | 108% |
| Returns for 3 years | 10.20 | 15.97 | 64% |
| Returns for 5 years | 60.00 | 79.35 | 76% |
| Returns for 10 years | 73.53 | 172.85 | 43% |
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