JOEIX
Price
$18.43
Change
+$0.27 (+1.49%)
Updated
Jun 22 closing price
Net Assets
1.74B
VEMRX
Price
$128.25
Change
+$0.70 (+0.55%)
Updated
Jun 22 closing price
Net Assets
162.82B
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JOEIX vs VEMRX

JOEIX vs VEMRX Comparison Chart in %
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JOEIX vs. VEMRX commentary
Jun 24, 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 JOEIX is a Buy and VEMRX is a Hold.

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FUNDAMENTALS
Fundamentals
VEMRX has more cash in the bank: 163B vs. JOEIX (1.74B). JOEIX (2.49) and VEMRX (2.43) have matching dividends . JOEIX was incepted earlier than VEMRX: JOEIX (14 years) vs VEMRX (16 years). JOEIX (1.13) is less costly to investors than VEMRX (0.05). JOEIX is a more actively managed with annual turnover of: 14.12 vs. VEMRX (6.00). JOEIX has a lower initial minimum investment than VEMRX: JOEIX (0) vs VEMRX (100000000). JOEIX annual gain was more profitable for investors over the last year : 43.94 vs. VEMRX (30.00). JOEIX return over 5 years is better than : 48.67 vs. VEMRX (25.29).
JOEIXVEMRXJOEIX / VEMRX
Total Expense Ratio1.130.052,260%
Annual Report Gross Expense Ratio1.130.052,260%
Fund Existence14 years16 years-
Gain YTD22.04313.757160%
Front LoadN/AN/A-
Min. Initial Investment0100000000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.74B163B1%
Annual Yield % from dividends2.492.43103%
Returns for 1 year43.9430.00146%
Returns for 3 years76.3661.70124%
Returns for 5 years48.6725.29192%
Returns for 10 years152.55115.23132%
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