Interact to see
Advertisement
Advertisement
JUEAX vs VTSMX
JUEAX vs VTSMX Comparison
Open Charts JUEAX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$149.99
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
JUEAX vs VTSMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JUEAX vs. VTSMX commentary
Jul 07, 2025
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 JUEAX is a StrongBuy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. JUEAX (32.7B). VTSMX pays higher dividends than JUEAX: VTSMX (1.12) vs JUEAX (0.22). JUEAX was incepted earlier than VTSMX: JUEAX (24 years) vs VTSMX (33 years). JUEAX (0.97) is less costly to investors than VTSMX (0.14). JUEAX is a more actively managed with annual turnover of: 53.00 vs. VTSMX (2.00). JUEAX has a lower initial minimum investment than VTSMX: JUEAX (1000) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 13.89 vs. JUEAX (6.77). VTSMX return over 5 years is better than : 95.59 vs. JUEAX (62.71).
| JUEAX | VTSMX | JUEAX / VTSMX | |
| Total Expense Ratio | 0.94 | 0.14 | 671% |
| Annual Report Gross Expense Ratio | 0.97 | 0.14 | 693% |
| Fund Existence | 24 years | 33 years | - |
| Gain YTD | 6.470 | 6.421 | 101% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.7B | 1.82T | 2% |
| Annual Yield % from dividends | 0.22 | 1.12 | 19% |
| Returns for 1 year | 6.77 | 13.89 | 49% |
| Returns for 3 years | 50.32 | 62.08 | 81% |
| Returns for 5 years | 62.71 | 95.59 | 66% |
| Returns for 10 years | 85.99 | 198.05 | 43% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement