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SJCIX vs VTSMX
SJCIX vs VTSMX Comparison
Open Charts SJCIX vs VTSMX
Steward Large Cap Core I
Price$31.49
Change-$0.27 (-0.85%)
VolumeN/A
Net Assets174.76M
Vanguard Total Stock Mkt Idx I
Price$151.30
Change-$0.14 (-0.09%)
VolumeN/A
Net Assets1.91T
SJCIX vs VTSMX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. SJCIX (175M). VTSMX pays higher dividends than SJCIX: VTSMX (1.09) vs SJCIX (0.54). SJCIX was incepted earlier than VTSMX: SJCIX (4 years) vs VTSMX (33 years). SJCIX (0.96) is less costly to investors than VTSMX (0.14). VTSMX has a lower initial minimum investment than SJCIX: VTSMX (3000) vs SJCIX (100000). VTSMX annual gain was more profitable for investors over the last year : 21.77 vs. SJCIX (19.54).
| SJCIX | VTSMX | SJCIX / VTSMX | |
| Total Expense Ratio | 0.75 | 0.14 | 536% |
| Annual Report Gross Expense Ratio | 0.96 | 0.14 | 686% |
| Fund Existence | 4 years | 33 years | - |
| Gain YTD | 3.655 | 7.450 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 175M | 1.91T | 0% |
| Annual Yield % from dividends | 0.54 | 1.09 | 50% |
| Returns for 1 year | 19.54 | 21.77 | 90% |
| Returns for 3 years | 51.16 | 50.15 | 102% |
| Returns for 5 years | N/A | 83.91 | - |
| Returns for 10 years | N/A | 196.78 | - |
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