JUSRX
Price
$28.07
Change
+$0.13 (+0.47%)
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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JUSRX vs VTSMX

Header iconJUSRX vs VTSMX Comparison
Open Charts JUSRX vs VTSMXBanner chart's image
JPMorgan US Equity R5
Price$28.07
Change+$0.13 (+0.47%)
VolumeN/A
Net Assets34.95B
Vanguard Total Stock Mkt Idx I
Price$159.25
Change+$0.69 (+0.44%)
VolumeN/A
Net Assets2.02T
JUSRX vs VTSMX Comparison Chart in %
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JUSRX vs. VTSMX commentary
Oct 19, 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 Buy and VTSMX is a Hold.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.02T vs. JUSRX (35B). VTSMX pays higher dividends than JUSRX: VTSMX (1.04) vs JUSRX (0.51). JUSRX was incepted earlier than VTSMX: JUSRX (19 years) vs VTSMX (34 years). JUSRX (0.57) 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 : 13.79 vs. JUSRX (6.23). VTSMX return over 5 years is better than : 84.86 vs. JUSRX (55.73).
JUSRXVTSMXJUSRX / VTSMX
Total Expense Ratio0.540.14386%
Annual Report Gross Expense Ratio0.570.14407%
Fund Existence19 years34 years-
Gain YTD13.08713.012101%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets35B2.02T2%
Annual Yield % from dividends0.511.0449%
Returns for 1 year6.2313.7945%
Returns for 3 years65.6676.0286%
Returns for 5 years55.7384.8666%
Returns for 10 years111.11225.1049%
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