Interact to see
Advertisement
Advertisement
SJCAX vs VTSMX
SJCAX vs VTSMX Comparison
Open Charts SJCAX vs VTSMX
Steward Large Cap Core A
Price$32.30
Change-$0.03 (-0.09%)
VolumeN/A
Net Assets179.41M
Vanguard Total Stock Mkt Idx I
Price$154.41
Change-$0.16 (-0.10%)
VolumeN/A
Net Assets1.91T
SJCAX vs VTSMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. SJCAX (179M). VTSMX pays higher dividends than SJCAX: VTSMX (1.09) vs SJCAX (0.38). 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 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 : 18.62 vs. SJCAX (16.30).
| 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 | 5.654 | 9.671 | 58% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 179M | 1.91T | 0% |
| Annual Yield % from dividends | 0.38 | 1.09 | 35% |
| Returns for 1 year | 16.30 | 18.62 | 88% |
| Returns for 3 years | 47.17 | 47.59 | 99% |
| Returns for 5 years | N/A | 86.51 | - |
| Returns for 10 years | N/A | 202.68 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement