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JUSRX vs VTSMX
JUSRX vs VTSMX Comparison
Open Charts JUSRX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$144.16
Change+$1.34 (+0.94%)
VolumeN/A
Net Assets1.78T
JUSRX vs VTSMX Comparison Chart
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JUSRX vs. VTSMX commentary
Jan 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 Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.78T vs. JUSRX (32.6B). 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 : 25.24 vs. JUSRX (20.14). VTSMX return over 5 years is better than : 76.07 vs. JUSRX (57.00).
| 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 | 2.087 | 2.241 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.6B | 1.78T | 2% |
| Annual Yield % from dividends | 0.79 | 1.26 | 63% |
| Returns for 1 year | 20.14 | 25.24 | 80% |
| Returns for 3 years | 21.59 | 28.94 | 75% |
| Returns for 5 years | 57.00 | 76.07 | 75% |
| Returns for 10 years | 91.29 | 194.99 | 47% |