Ad is loading...
IUENX vs VTPSX
IUENX vs VTPSX Comparison
Open Charts IUENX vs VTPSX
JPMorgan International Focus R6
Price$26.92
Change-$0.11 (-0.41%)
VolumeN/A
Net Assets1.52B
Vanguard Total Intl Stock Idx InstlPls
Price$138.75
Change-$0.54 (-0.39%)
VolumeN/A
Net Assets469.79B
IUENX vs VTPSX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
IUENX vs. VTPSX commentary
May 09, 2025
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 IUENX is a Buy and VTPSX is a Buy.
FUNDAMENTALS
Fundamentals
VTPSX has more cash in the bank: 470B vs. IUENX (1.52B). VTPSX (3.05) and IUENX (3.04) have matching dividends . IUENX was incepted earlier than VTPSX: IUENX (13 years) vs VTPSX (14 years). IUENX (0.72) is less costly to investors than VTPSX (0.05). IUENX is a more actively managed with annual turnover of: 45.00 vs. VTPSX (3.00). IUENX has a lower initial minimum investment than VTPSX: IUENX (15000000) vs VTPSX (100000000). VTPSX (8.00) and IUENX (7.70) have marching annual gain over last year. IUENX return over 5 years is better than : 51.56 vs. VTPSX (48.79).
| IUENX | VTPSX | IUENX / VTPSX | |
| Total Expense Ratio | 0.55 | 0.05 | 1,100% |
| Annual Report Gross Expense Ratio | 0.72 | 0.05 | 1,440% |
| Fund Existence | 13 years | 14 years | - |
| Gain YTD | 10.507 | 10.021 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 100000000 | 15% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.52B | 470B | 0% |
| Annual Yield % from dividends | 3.04 | 3.05 | 100% |
| Returns for 1 year | 7.70 | 8.00 | 96% |
| Returns for 3 years | 32.88 | 25.86 | 127% |
| Returns for 5 years | 51.56 | 48.79 | 106% |
| Returns for 10 years | 64.31 | 32.92 | 195% |