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SJCAX vs VTSMX
SJCAX vs VTSMX Comparison
Open Charts SJCAX vs VTSMX
Steward Large Cap Core A
Price$32.57
Change+$0.24 (+0.74%)
VolumeN/A
Net Assets180.58M
Vanguard Total Stock Mkt Idx I
Price$159.25
Change+$0.69 (+0.44%)
VolumeN/A
Net Assets2.02T
SJCAX vs VTSMX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.02T vs. SJCAX (181M). VTSMX pays higher dividends than SJCAX: VTSMX (1.04) vs SJCAX (0.36). SJCAX was incepted earlier than VTSMX: SJCAX (4 years) vs VTSMX (34 years). SJCAX (1.21) is less costly to investors than VTSMX (0.14). SJCAX is a more actively managed with annual turnover of: 82.00 vs. VTSMX (2.00). SJCAX has a lower initial minimum investment than VTSMX: SJCAX (1000) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 13.79 vs. SJCAX (7.18).
| SJCAX | VTSMX | SJCAX / VTSMX | |
| Total Expense Ratio | 1.00 | 0.14 | 714% |
| Annual Report Gross Expense Ratio | 1.21 | 0.14 | 864% |
| Fund Existence | 4 years | 34 years | - |
| Gain YTD | 6.438 | 13.012 | 49% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 181M | 2.02T | 0% |
| Annual Yield % from dividends | 0.36 | 1.04 | 35% |
| Returns for 1 year | 7.18 | 13.79 | 52% |
| Returns for 3 years | 68.40 | 76.02 | 90% |
| Returns for 5 years | N/A | 84.86 | - |
| Returns for 10 years | N/A | 225.10 | - |
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