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SJCAX vs VTSMX
SJCAX vs VTSMX Comparison
Open Charts SJCAX vs VTSMX
Steward Large Cap Core A
Price$30.21
Change-$0.50 (-1.63%)
VolumeN/A
Net Assets164.25M
Vanguard Total Stock Mkt Idx I
Price$142.86
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
SJCAX vs VTSMX Comparison Chart
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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. SJCAX (164M). VTSMX pays higher dividends than SJCAX: VTSMX (1.18) vs SJCAX (0.40). 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 annual gain was more profitable for investors over the last year : 10.06 vs. SJCAX (7.94).
| 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 | -1.275 | 1.349 | -95% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 164M | 1.82T | 0% |
| Annual Yield % from dividends | 0.40 | 1.18 | 34% |
| Returns for 1 year | 7.94 | 10.06 | 79% |
| Returns for 3 years | 57.32 | 57.59 | 100% |
| Returns for 5 years | N/A | 91.36 | - |
| Returns for 10 years | N/A | 178.92 | - |
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