JUEZX
Price
$26.64
Change
+$0.08 (+0.30%)
Updated
Dec 24 closing price
Net Assets
35.25B
VTSMX
Price
$165.40
Change
+$0.51 (+0.31%)
Updated
Dec 24 closing price
Net Assets
2.06T
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JUEZX vs VTSMX

Header iconJUEZX vs VTSMX Comparison
Open Charts JUEZX vs VTSMXBanner chart's image
JPMorgan US Equity R2
Price$26.64
Change+$0.08 (+0.30%)
VolumeN/A
Net Assets35.25B
Vanguard Total Stock Mkt Idx I
Price$165.40
Change+$0.51 (+0.31%)
VolumeN/A
Net Assets2.06T
JUEZX vs VTSMX Comparison Chart in %
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JUEZX vs. VTSMX commentary
Dec 25, 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 JUEZX is a Buy and VTSMX is a Hold.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.06T vs. JUEZX (35.3B). VTSMX pays higher dividends than JUEZX: VTSMX (1.02) vs JUEZX (0.04). JUEZX was incepted earlier than VTSMX: JUEZX (17 years) vs VTSMX (34 years). JUEZX (1.21) is less costly to investors than VTSMX (0.14). JUEZX is a more actively managed with annual turnover of: 39.00 vs. VTSMX (2.00). JUEZX has a lower initial minimum investment than VTSMX: JUEZX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 14.42 vs. JUEZX (6.58). VTSMX return over 5 years is better than : 76.81 vs. JUEZX (45.46).
JUEZXVTSMXJUEZX / VTSMX
Total Expense Ratio1.190.14850%
Annual Report Gross Expense Ratio1.210.14864%
Fund Existence17 years34 years-
Gain YTD9.42517.37754%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets35.3B2.06T2%
Annual Yield % from dividends0.041.024%
Returns for 1 year6.5814.4246%
Returns for 3 years59.4278.0076%
Returns for 5 years45.4676.8159%
Returns for 10 years98.45234.9642%
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