JOEAX
Price
$17.33
Change
-$0.38 (-2.15%)
Updated
Jul 13 closing price
Net Assets
1.67B
VEMRX
Price
$123.48
Change
-$1.76 (-1.41%)
Updated
Jul 13 closing price
Net Assets
163.32B
Interact to see
Advertisement

JOEAX vs VEMRX

JOEAX vs VEMRX Comparison Chart in %
View a ticker or compare two or three
VS
JOEAX vs. VEMRX commentary
Jul 14, 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 Hold and VEMRX is a StrongBuy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
VEMRX has more cash in the bank: 163B vs. JOEAX (1.67B). JOEAX (2.35) and VEMRX (2.32) have matching dividends . JOEAX was incepted earlier than VEMRX: JOEAX (13 years) vs VEMRX (16 years). JOEAX (1.28) is less costly to investors than VEMRX (0.05). JOEAX is a more actively managed with annual turnover of: 14.12 vs. VEMRX (6.00). JOEAX has a lower initial minimum investment than VEMRX: JOEAX (0) vs VEMRX (100000000). JOEAX annual gain was more profitable for investors over the last year : 36.24 vs. VEMRX (22.43). JOEAX return over 5 years is better than : 45.62 vs. VEMRX (24.40).
JOEAXVEMRXJOEAX / VEMRX
Total Expense Ratio1.280.052,560%
Annual Report Gross Expense Ratio1.280.052,560%
Fund Existence13 years16 years-
Gain YTD19.09911.087172%
Front LoadN/AN/A-
Min. Initial Investment0100000000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.67B163B1%
Annual Yield % from dividends2.352.32101%
Returns for 1 year36.2422.43162%
Returns for 3 years66.4751.53129%
Returns for 5 years45.6224.40187%
Returns for 10 years122.5393.82131%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
SFNNX16.33N/A
N/A
Schwab Fundamental Intl Equity Index Fd
IVGIX22.03N/A
N/A
VY® Invesco Growth and Income I
PRNIX32.71N/A
N/A
Virtus NFJ Mid-Cap Value Inst
SGDLX116.34N/A
N/A
Sprott Gold Equity Investor
RGEBX81.94-1.32
-1.59%
American Funds Growth Fd of Amer R-2E