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JOEAX vs VEMIX
JOEAX vs VEMIX Comparison
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JOEAX vs VEMIX Comparison Chart in %
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JOEAX vs. VEMIX commentary
Aug 03, 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 VEMIX is a Buy.
FUNDAMENTALS
Fundamentals
VEMIX has more cash in the bank: 163B vs. JOEAX (1.63B). JOEAX (2.41) and VEMIX (2.35) have matching dividends . JOEAX was incepted earlier than VEMIX: JOEAX (13 years) vs VEMIX (26 years). JOEAX (1.28) is less costly to investors than VEMIX (0.06). JOEAX is a more actively managed with annual turnover of: 14.12 vs. VEMIX (6.00). JOEAX has a lower initial minimum investment than VEMIX: JOEAX (0) vs VEMIX (5000000). JOEAX annual gain was more profitable for investors over the last year : 33.63 vs. VEMIX (19.40). JOEAX return over 5 years is better than : 47.16 vs. VEMIX (27.68).
| JOEAX | VEMIX | JOEAX / VEMIX | |
| Total Expense Ratio | 1.28 | 0.06 | 2,133% |
| Annual Report Gross Expense Ratio | 1.28 | 0.06 | 2,133% |
| Fund Existence | 13 years | 26 years | - |
| Gain YTD | 16.812 | 9.135 | 184% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.63B | 163B | 1% |
| Annual Yield % from dividends | 2.41 | 2.35 | 102% |
| Returns for 1 year | 33.63 | 19.40 | 173% |
| Returns for 3 years | 60.41 | 46.57 | 130% |
| Returns for 5 years | 47.16 | 27.68 | 170% |
| Returns for 10 years | 116.66 | 89.54 | 130% |
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