JOEIX
Price
$17.35
Change
-$0.38 (-2.14%)
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
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JOEIX vs VEMRX

JOEIX vs VEMRX Comparison Chart in %
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JOEIX 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 JOEIX is a Hold and VEMRX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
VEMRX has more cash in the bank: 163B vs. JOEIX (1.67B). JOEIX pays higher dividends than VEMRX: JOEIX (2.50) vs VEMRX (2.32). 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 : 36.54 vs. VEMRX (22.43). JOEIX return over 5 years is better than : 46.75 vs. VEMRX (24.40).
JOEIXVEMRXJOEIX / VEMRX
Total Expense Ratio1.130.052,260%
Annual Report Gross Expense Ratio1.130.052,260%
Fund Existence14 years16 years-
Gain YTD19.15311.087173%
Front LoadN/AN/A-
Min. Initial Investment0100000000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.67B163B1%
Annual Yield % from dividends2.502.32108%
Returns for 1 year36.5422.43163%
Returns for 3 years67.2851.53131%
Returns for 5 years46.7524.40192%
Returns for 10 years125.7893.82134%
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