JUSRX
Price
$26.95
Change
-$1.39 (-4.90%)
Updated
Feb 3 closing price
Net Assets
33.99B
VTSAX
Price
$165.45
Change
+$4.47 (+2.78%)
Updated
Feb 3 closing price
Net Assets
2.06T
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JUSRX vs VTSAX

Header iconJUSRX vs VTSAX Comparison
Open Charts JUSRX vs VTSAXBanner chart's image
JPMorgan US Equity R5
Price$26.95
Change-$1.39 (-4.90%)
VolumeN/A
Net Assets33.99B
Vanguard Total Stock Mkt Idx Adm
Price$165.45
Change+$4.47 (+2.78%)
VolumeN/A
Net Assets2.06T
JUSRX vs VTSAX Comparison Chart in %
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JUSRX vs. VTSAX commentary
Feb 05, 2026

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 JUSRX is a Buy and VTSAX is a Buy.

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FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 2.06T vs. JUSRX (34B). VTSAX pays higher dividends than JUSRX: VTSAX (1.09) vs JUSRX (0.53). JUSRX was incepted earlier than VTSAX: JUSRX (20 years) vs VTSAX (25 years). JUSRX (0.56) is less costly to investors than VTSAX (0.04). JUSRX is a more actively managed with annual turnover of: 39.00 vs. VTSAX (2.00). JUSRX has a lower initial minimum investment than VTSAX: JUSRX (0) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 14.80 vs. JUSRX (7.35). VTSAX return over 5 years is better than : 68.23 vs. JUSRX (40.16).
JUSRXVTSAXJUSRX / VTSAX
Total Expense Ratio0.540.041,350%
Annual Report Gross Expense Ratio0.560.041,400%
Fund Existence20 years25 years-
Gain YTD-0.1111.379-8%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets34B2.06T2%
Annual Yield % from dividends0.531.0948%
Returns for 1 year7.3514.8050%
Returns for 3 years49.0964.0377%
Returns for 5 years40.1668.2359%
Returns for 10 years134.66270.9250%
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