JUSRX
Price
$26.95
Change
-$1.39 (-4.90%)
Updated
Feb 3 closing price
Net Assets
33.99B
VTSMX
Price
$165.41
Change
+$4.46 (+2.77%)
Updated
Feb 3 closing price
Net Assets
2.06T
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JUSRX vs VTSMX

Header iconJUSRX vs VTSMX Comparison
Open Charts JUSRX vs VTSMXBanner 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 I
Price$165.41
Change+$4.46 (+2.77%)
VolumeN/A
Net Assets2.06T
JUSRX vs VTSMX Comparison Chart in %
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JUSRX vs. VTSMX 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 VTSMX is a Buy.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.06T vs. JUSRX (34B). VTSMX pays higher dividends than JUSRX: VTSMX (1.00) vs JUSRX (0.53). JUSRX was incepted earlier than VTSMX: JUSRX (20 years) vs VTSMX (34 years). JUSRX (0.56) is less costly to investors than VTSMX (0.14). JUSRX is a more actively managed with annual turnover of: 39.00 vs. VTSMX (2.00). JUSRX has a lower initial minimum investment than VTSMX: JUSRX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 14.79 vs. JUSRX (7.35). VTSMX return over 5 years is better than : 68.19 vs. JUSRX (40.16).
JUSRXVTSMXJUSRX / VTSMX
Total Expense Ratio0.540.14386%
Annual Report Gross Expense Ratio0.560.14400%
Fund Existence20 years34 years-
Gain YTD-0.1111.373-8%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets34B2.06T2%
Annual Yield % from dividends0.531.0053%
Returns for 1 year7.3514.7950%
Returns for 3 years49.0963.9977%
Returns for 5 years40.1668.1959%
Returns for 10 years134.66270.1850%
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