Interact to see
Advertisement
Advertisement
SJCAX vs VTSMX
SJCAX vs VTSMX Comparison
Open Charts SJCAX vs VTSMX
Steward Large Cap Core A
Price$31.91
Change+$0.27 (+0.85%)
VolumeN/A
Net Assets175.12M
Vanguard Total Stock Mkt Idx I
Price$149.99
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
SJCAX vs VTSMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. SJCAX (175M). VTSMX pays higher dividends than SJCAX: VTSMX (1.12) vs SJCAX (0.38). SJCAX was incepted earlier than VTSMX: SJCAX (4 years) vs VTSMX (33 years). SJCAX (1.22) is less costly to investors than VTSMX (0.14). SJCAX is a more actively managed with annual turnover of: 98.00 vs. VTSMX (2.00). SJCAX has a lower initial minimum investment than VTSMX: SJCAX (1000) vs VTSMX (3000). VTSMX (13.89) and SJCAX (13.44) have marching annual gain over last year.
| SJCAX | VTSMX | SJCAX / VTSMX | |
| Total Expense Ratio | 1.00 | 0.14 | 714% |
| Annual Report Gross Expense Ratio | 1.22 | 0.14 | 871% |
| Fund Existence | 4 years | 33 years | - |
| Gain YTD | 4.281 | 6.421 | 67% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 175M | 1.82T | 0% |
| Annual Yield % from dividends | 0.38 | 1.12 | 34% |
| Returns for 1 year | 13.44 | 13.89 | 97% |
| Returns for 3 years | 63.25 | 62.08 | 102% |
| Returns for 5 years | N/A | 95.59 | - |
| Returns for 10 years | N/A | 198.05 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement