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SJCAX vs VTSMX
SJCAX vs VTSMX Comparison
Open Charts SJCAX vs VTSMX
Steward Large Cap Core A
Price$32.88
Change-$0.20 (-0.60%)
VolumeN/A
Net Assets184.87M
Vanguard Total Stock Mkt Idx I
Price$158.19
Change-$0.88 (-0.55%)
VolumeN/A
Net Assets1.95T
SJCAX vs VTSMX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.95T vs. SJCAX (185M). VTSMX pays higher dividends than SJCAX: VTSMX (1.07) vs SJCAX (0.37). SJCAX was incepted earlier than VTSMX: SJCAX (4 years) vs VTSMX (33 years). SJCAX (1.22) is less costly to investors than VTSMX (0.14). SJCAX is a more actively managed with annual turnover of: 82.00 vs. VTSMX (2.00). SJCAX has a lower initial minimum investment than VTSMX: SJCAX (1000) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 16.04 vs. SJCAX (12.43).
| SJCAX | VTSMX | SJCAX / VTSMX | |
| Total Expense Ratio | 1.00 | 0.14 | 714% |
| Annual Report Gross Expense Ratio | 1.22 | 0.14 | 871% |
| Fund Existence | 4 years | 33 years | - |
| Gain YTD | 8.105 | 12.863 | 63% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 185M | 1.95T | 0% |
| Annual Yield % from dividends | 0.37 | 1.07 | 35% |
| Returns for 1 year | 12.43 | 16.04 | 77% |
| Returns for 3 years | 75.97 | 79.91 | 95% |
| Returns for 5 years | N/A | 96.39 | - |
| Returns for 10 years | N/A | 249.73 | - |
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