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JUSRX vs VTSMX
JUSRX vs VTSMX Comparison
Open Charts JUSRX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$145.82
Change-$0.72 (-0.49%)
VolumeN/A
CapitalizationN/A
JUSRX vs VTSMX Comparison Chart
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JUSRX vs. VTSMX commentary
Dec 18, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. JUSRX (33.2B). 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 : 26.90 vs. JUSRX (22.45). VTSMX return over 5 years is better than : 84.16 vs. JUSRX (66.34).
| 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 | 21.362 | 26.352 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 33.2B | 1.84T | 2% |
| Annual Yield % from dividends | 0.79 | 1.26 | 63% |
| Returns for 1 year | 22.45 | 26.90 | 83% |
| Returns for 3 years | 21.72 | 27.88 | 78% |
| Returns for 5 years | 66.34 | 84.16 | 79% |
| Returns for 10 years | 88.74 | 192.04 | 46% |