JUSRX
Price
$26.52
Change
+$0.24 (+0.91%)
Updated
Jul 3 closing price
Net Assets
32.68B
VTSMX
Price
$149.99
Change
+$1.28 (+0.86%)
Updated
Jul 3 closing price
Net Assets
1.82T
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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$26.52
Change+$0.24 (+0.91%)
VolumeN/A
Net Assets32.68B
Vanguard Total Stock Mkt Idx I
Price$149.99
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
JUSRX vs VTSMX Comparison Chart in %
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JUSRX vs. VTSMX commentary
Jul 07, 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 JUSRX is a StrongBuy and VTSMX is a Buy.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. JUSRX (32.7B). VTSMX pays higher dividends than JUSRX: VTSMX (1.12) vs JUSRX (0.57). JUSRX was incepted earlier than VTSMX: JUSRX (19 years) vs VTSMX (33 years). JUSRX (0.57) is less costly to investors than VTSMX (0.14). JUSRX is a more actively managed with annual turnover of: 53.00 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 : 13.89 vs. JUSRX (7.26). VTSMX return over 5 years is better than : 95.59 vs. JUSRX (65.77).
JUSRXVTSMXJUSRX / VTSMX
Total Expense Ratio0.540.14386%
Annual Report Gross Expense Ratio0.570.14407%
Fund Existence19 years33 years-
Gain YTD6.7046.421104%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets32.7B1.82T2%
Annual Yield % from dividends0.571.1251%
Returns for 1 year7.2613.8952%
Returns for 3 years52.0062.0884%
Returns for 5 years65.7795.5969%
Returns for 10 years92.62198.0547%
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