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JUSRX vs VTSMX
JUSRX vs VTSMX Comparison
Open Charts JUSRX vs VTSMX
JUSRX vs VTSMX Comparison Chart in %
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JUSRX vs. VTSMX commentary
Jun 04, 2026
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 Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.2T vs. JUSRX (34.6B). VTSMX pays higher dividends than JUSRX: VTSMX (0.93) vs JUSRX (0.51). JUSRX was incepted earlier than VTSMX: JUSRX (20 years) vs VTSMX (34 years). JUSRX (0.56) is less costly to investors than VTSMX (0.06). JUSRX is a more actively managed with annual turnover of: 39.00 vs. VTSMX (3.00). JUSRX (0) and VTSMX (0) have matching initial minimum investment requirements. VTSMX annual gain was more profitable for investors over the last year : 28.26 vs. JUSRX (16.00). VTSMX return over 5 years is better than : 72.41 vs. JUSRX (39.40).
| JUSRX | VTSMX | JUSRX / VTSMX | |
| Total Expense Ratio | 0.54 | 0.06 | 900% |
| Annual Report Gross Expense Ratio | 0.56 | 0.06 | 933% |
| Fund Existence | 20 years | 34 years | - |
| Gain YTD | 6.418 | 11.384 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 34.6B | 2.2T | 2% |
| Annual Yield % from dividends | 0.51 | 0.93 | 55% |
| Returns for 1 year | 16.00 | 28.26 | 57% |
| Returns for 3 years | 51.99 | 76.02 | 68% |
| Returns for 5 years | 39.40 | 72.41 | 54% |
| Returns for 10 years | 118.88 | 259.99 | 46% |
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