JUEQX
Price
$27.42
Change
+$0.25 (+0.92%)
Updated
Sep 4 closing price
Net Assets
34.62B
VTSAX
Price
$155.55
Change
-$0.31 (-0.20%)
Updated
Sep 5 closing price
Net Assets
1.95T
Interact to see
Advertisement

JUEQX vs VTSAX

Header iconJUEQX vs VTSAX Comparison
Open Charts JUEQX vs VTSAXBanner chart's image
JPMorgan US Equity R4
Price$27.42
Change+$0.25 (+0.92%)
VolumeN/A
Net Assets34.62B
Vanguard Total Stock Mkt Idx Adm
Price$155.55
Change-$0.31 (-0.20%)
VolumeN/A
Net Assets1.95T
JUEQX vs VTSAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
JUEQX vs. VTSAX commentary
Sep 08, 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 JUEQX is a Buy and VTSAX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.95T vs. JUEQX (34.6B). VTSAX pays higher dividends than JUEQX: VTSAX (1.16) vs JUEQX (0.42). JUEQX was incepted earlier than VTSAX: JUEQX (9 years) vs VTSAX (25 years). JUEQX (0.72) is less costly to investors than VTSAX (0.04). JUEQX is a more actively managed with annual turnover of: 53.00 vs. VTSAX (2.00). JUEQX has a lower initial minimum investment than VTSAX: JUEQX (0) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 18.04 vs. JUEQX (11.14). VTSAX return over 5 years is better than : 84.96 vs. JUEQX (54.09).
JUEQXVTSAXJUEQX / VTSAX
Total Expense Ratio0.690.041,725%
Annual Report Gross Expense Ratio0.720.041,800%
Fund Existence9 years25 years-
Gain YTD10.38210.346100%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets34.6B1.95T2%
Annual Yield % from dividends0.421.1636%
Returns for 1 year11.1418.0462%
Returns for 3 years52.3963.6682%
Returns for 5 years54.0984.9664%
Returns for 10 yearsN/A224.91-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
SII67.751.07
+1.60%
Sprott
LANDP19.400.05
+0.23%
Gladstone Land Corp
EGP168.17-0.05
-0.03%
EastGroup Properties
LBRDP24.80-0.10
-0.40%
Liberty Broadband Corp
SMXT1.14-0.03
-2.56%
Solarmax Technology