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JUSRX vs VTSMX
JUSRX vs VTSMX Comparison
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JUSRX vs VTSMX Comparison Chart in %
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JUSRX vs. VTSMX commentary
Aug 03, 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 Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.3T vs. JUSRX (31.7B). VTSMX pays higher dividends than JUSRX: VTSMX (0.99) vs JUSRX (0.50). 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 : 18.51 vs. JUSRX (4.01). VTSMX return over 5 years is better than : 63.11 vs. JUSRX (28.70).
| 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 | 3.800 | 9.877 | 38% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 31.7B | 2.3T | 1% |
| Annual Yield % from dividends | 0.50 | 0.99 | 50% |
| Returns for 1 year | 4.01 | 18.51 | 22% |
| Returns for 3 years | 38.68 | 62.16 | 62% |
| Returns for 5 years | 28.70 | 63.11 | 45% |
| Returns for 10 years | 110.57 | 246.06 | 45% |
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