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SJCIX vs VTSMX
SJCIX vs VTSMX Comparison
Open Charts SJCIX vs VTSMX
Steward Large Cap Core I
Price$33.08
Change-$0.53 (-1.58%)
VolumeN/A
Net Assets185.2M
Vanguard Total Stock Mkt Idx I
Price$160.55
Change-$2.87 (-1.76%)
VolumeN/A
Net Assets2.05T
SJCIX vs VTSMX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.05T vs. SJCIX (185M). VTSMX pays higher dividends than SJCIX: VTSMX (1.02) vs SJCIX (0.52). SJCIX was incepted earlier than VTSMX: SJCIX (4 years) vs VTSMX (34 years). SJCIX (0.92) is less costly to investors than VTSMX (0.14). SJCIX is a more actively managed with annual turnover of: 82.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than SJCIX: VTSMX (3000) vs SJCIX (100000). VTSMX annual gain was more profitable for investors over the last year : 13.42 vs. SJCIX (7.89).
| SJCIX | VTSMX | SJCIX / VTSMX | |
| Total Expense Ratio | 0.75 | 0.14 | 536% |
| Annual Report Gross Expense Ratio | 0.92 | 0.14 | 657% |
| Fund Existence | 4 years | 34 years | - |
| Gain YTD | 9.693 | 15.972 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 185M | 2.05T | 0% |
| Annual Yield % from dividends | 0.52 | 1.02 | 51% |
| Returns for 1 year | 7.89 | 13.42 | 59% |
| Returns for 3 years | 60.79 | 68.22 | 89% |
| Returns for 5 years | N/A | 83.98 | - |
| Returns for 10 years | N/A | 235.40 | - |
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