JOEAX
Price
$18.41
Change
+$0.26 (+1.43%)
Updated
Jun 22 closing price
Net Assets
1.72B
VEMAX
Price
$50.70
Change
+$0.28 (+0.56%)
Updated
Jun 22 closing price
Net Assets
162.82B
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JOEAX vs VEMAX

JOEAX vs VEMAX Comparison Chart in %
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JOEAX vs. VEMAX commentary
Jun 23, 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 JOEAX is a Buy and VEMAX is a Hold.

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FUNDAMENTALS
Fundamentals
VEMAX has more cash in the bank: 163B vs. JOEAX (1.72B). VEMAX (2.39) and JOEAX (2.34) have matching dividends . JOEAX was incepted earlier than VEMAX: JOEAX (13 years) vs VEMAX (20 years). JOEAX (1.28) is less costly to investors than VEMAX (0.13). JOEAX is a more actively managed with annual turnover of: 14.12 vs. VEMAX (6.00). JOEAX has a lower initial minimum investment than VEMAX: JOEAX (0) vs VEMAX (3000). JOEAX annual gain was more profitable for investors over the last year : 43.71 vs. VEMAX (29.72). JOEAX return over 5 years is better than : 47.50 vs. VEMAX (25.39).
JOEAXVEMAXJOEAX / VEMAX
Total Expense Ratio1.280.13985%
Annual Report Gross Expense Ratio1.280.13985%
Fund Existence13 years20 years-
Gain YTD22.05813.099168%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.72B163B1%
Annual Yield % from dividends2.342.3998%
Returns for 1 year43.7129.72147%
Returns for 3 years75.4560.62124%
Returns for 5 years47.5025.39187%
Returns for 10 years148.79113.29131%
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