ESMAX
Price
$14.08
Change
+$0.16 (+1.15%)
Updated
Sep 11 closing price
Net Assets
161.26M
VEUPX
Price
$214.31
Change
+$1.39 (+0.65%)
Updated
Sep 11 closing price
Net Assets
39.06B
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ESMAX vs VEUPX

ESMAX vs VEUPX Comparison Chart in %
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ESMAX vs. VEUPX commentary
Sep 12, 2026

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 ESMAX is a Buy and VEUPX is a Hold.

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FUNDAMENTALS
Fundamentals
VEUPX has more cash in the bank: 39.1B vs. ESMAX (161M). ESMAX pays higher dividends than VEUPX: ESMAX (3.15) vs VEUPX (2.82). ESMAX was incepted earlier than VEUPX: ESMAX (26 years) vs VEUPX (12 years). ESMAX (1.44) is less costly to investors than VEUPX (0.05). ESMAX is a more actively managed with annual turnover of: 147.00 vs. VEUPX (5.00). ESMAX has a lower initial minimum investment than VEUPX: ESMAX (1000) vs VEUPX (100000000). VEUPX annual gain was more profitable for investors over the last year : 12.76 vs. ESMAX (-15.36). VEUPX return over 5 years is better than : 31.14 vs. ESMAX (-11.44).
ESMAXVEUPXESMAX / VEUPX
Total Expense Ratio1.250.052,500%
Annual Report Gross Expense Ratio1.440.052,880%
Fund Existence26 years12 years-
Gain YTD11.0057.248152%
Front Load6%N/A-
Min. Initial Investment10001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets161M39.1B0%
Annual Yield % from dividends3.152.82112%
Returns for 1 year-15.3612.76-120%
Returns for 3 years10.4050.6421%
Returns for 5 years-11.4431.14-37%
Returns for 10 years35.9591.6139%
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