JUEAX
Price
$27.10
Change
+$0.09 (+0.33%)
Updated
Dec 24 closing price
Net Assets
35.36B
VTSMX
Price
$165.40
Change
+$0.51 (+0.31%)
Updated
Dec 24 closing price
Net Assets
2.06T
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JUEAX vs VTSMX

Header iconJUEAX vs VTSMX Comparison
Open Charts JUEAX vs VTSMXBanner chart's image
JPMorgan US Equity A
Price$27.10
Change+$0.09 (+0.33%)
VolumeN/A
Net Assets35.36B
Vanguard Total Stock Mkt Idx I
Price$165.40
Change+$0.51 (+0.31%)
VolumeN/A
Net Assets2.06T
JUEAX vs VTSMX Comparison Chart in %
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JUEAX vs. VTSMX commentary
Dec 26, 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 Buy and VTSMX is a Hold.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.06T vs. JUEAX (35.4B). VTSMX pays higher dividends than JUEAX: VTSMX (1.02) vs JUEAX (0.17). JUEAX was incepted earlier than VTSMX: JUEAX (24 years) vs VTSMX (34 years). JUEAX (0.96) is less costly to investors than VTSMX (0.14). JUEAX is a more actively managed with annual turnover of: 39.00 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 : 14.42 vs. JUEAX (6.89). VTSMX return over 5 years is better than : 76.81 vs. JUEAX (47.38).
JUEAXVTSMXJUEAX / VTSMX
Total Expense Ratio0.940.14671%
Annual Report Gross Expense Ratio0.960.14686%
Fund Existence24 years34 years-
Gain YTD9.74517.37756%
Front Load5%N/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets35.4B2.06T2%
Annual Yield % from dividends0.171.0217%
Returns for 1 year6.8914.4248%
Returns for 3 years60.8678.0078%
Returns for 5 years47.3876.8162%
Returns for 10 years103.98234.9644%
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