JUEZX
Price
$27.39
Change
+$0.13 (+0.48%)
Updated
Oct 17 closing price
Net Assets
34.95B
VTSMX
Price
$159.25
Change
+$0.69 (+0.44%)
Updated
Oct 17 closing price
Net Assets
2.02T
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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$27.39
Change+$0.13 (+0.48%)
VolumeN/A
Net Assets34.95B
Vanguard Total Stock Mkt Idx I
Price$159.25
Change+$0.69 (+0.44%)
VolumeN/A
Net Assets2.02T
JUEZX vs VTSMX Comparison Chart in %
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JUEZX vs. VTSMX commentary
Oct 21, 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: 2.02T vs. JUEZX (35B). VTSMX pays higher dividends than JUEZX: VTSMX (1.04) vs JUEZX (0.04). JUEZX was incepted earlier than VTSMX: JUEZX (17 years) vs VTSMX (34 years). JUEZX (1.22) 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 : 13.79 vs. JUEZX (5.44). VTSMX return over 5 years is better than : 84.86 vs. JUEZX (50.91).
JUEZXVTSMXJUEZX / VTSMX
Total Expense Ratio1.190.14850%
Annual Report Gross Expense Ratio1.220.14871%
Fund Existence17 years34 years-
Gain YTD12.50513.01296%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets35B2.02T2%
Annual Yield % from dividends0.041.044%
Returns for 1 year5.4413.7939%
Returns for 3 years62.2776.0282%
Returns for 5 years50.9184.8660%
Returns for 10 years98.30225.1044%
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