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JUSRX vs VTSMX
JUSRX vs VTSMX Comparison
Open Charts JUSRX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$141.25
Change-$1.87 (-1.31%)
VolumeN/A
CapitalizationN/A
JUSRX vs VTSMX Comparison Chart
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JUSRX vs. VTSMX commentary
Nov 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 StrongSell and VTSMX is a StrongSell.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.73T 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). JUSRX annual gain was more profitable for investors over the last year : 32.32 vs. VTSMX (30.52). VTSMX return over 5 years is better than : 83.72 vs. JUSRX (63.55).
| 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 | 25.887 | 22.392 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.6B | 1.73T | 2% |
| Annual Yield % from dividends | 0.79 | 1.26 | 63% |
| Returns for 1 year | 32.32 | 30.52 | 106% |
| Returns for 3 years | 12.28 | 19.91 | 62% |
| Returns for 5 years | 63.55 | 83.72 | 76% |
| Returns for 10 years | 82.95 | 186.07 | 45% |