Ad is loading...
IUERX vs VTPSX
IUERX vs VTPSX Comparison
Open Charts IUERX vs VTPSX
JPMorgan International Focus R2
Price$24.65
Change-$0.51 (-2.03%)
VolumeN/A
CapitalizationN/A
Vanguard Total Intl Stock Idx InstlPls
Price$128.87
Change-$2.68 (-2.04%)
VolumeN/A
CapitalizationN/A
IUERX vs VTPSX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
IUERX vs. VTPSX commentary
Dec 19, 2024
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 IUERX is a Buy and VTPSX is a Hold.
FUNDAMENTALS
Fundamentals
VTPSX has more cash in the bank: 443B vs. IUERX (1.49B). VTPSX pays higher dividends than IUERX: VTPSX (3.30) vs IUERX (1.49). IUERX was incepted earlier than VTPSX: IUERX (13 years) vs VTPSX (14 years). IUERX is a more actively managed with annual turnover of: 36.00 vs. VTPSX (4.00). IUERX has a lower initial minimum investment than VTPSX: IUERX (0) vs VTPSX (100000000). IUERX annual gain was more profitable for investors over the last year : 6.99 vs. VTPSX (5.75). IUERX return over 5 years is better than : 17.07 vs. VTPSX (12.48).
| IUERX | VTPSX | IUERX / VTPSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 14 years | - |
| Gain YTD | 4.485 | 3.916 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.49B | 443B | 0% |
| Annual Yield % from dividends | 1.49 | 3.30 | 45% |
| Returns for 1 year | 6.99 | 5.75 | 122% |
| Returns for 3 years | -1.52 | -0.95 | 160% |
| Returns for 5 years | 17.07 | 12.48 | 137% |
| Returns for 10 years | 59.25 | 33.06 | 179% |