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JUEAX vs VTSMX
JUEAX vs VTSMX Comparison
Open Charts JUEAX vs VTSMX
JUEAX vs VTSMX Comparison Chart in %
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JUEAX vs. VTSMX commentary
Jun 04, 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 JUEAX is a Hold and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.2T vs. JUEAX (34.6B). VTSMX pays higher dividends than JUEAX: VTSMX (0.93) vs JUEAX (0.17). JUEAX was incepted earlier than VTSMX: JUEAX (25 years) vs VTSMX (34 years). JUEAX (0.96) is less costly to investors than VTSMX (0.06). JUEAX is a more actively managed with annual turnover of: 39.00 vs. VTSMX (3.00). VTSMX has a lower initial minimum investment than JUEAX: VTSMX (0) vs JUEAX (1000). VTSMX annual gain was more profitable for investors over the last year : 28.26 vs. JUEAX (15.43). VTSMX return over 5 years is better than : 72.41 vs. JUEAX (36.87).
| JUEAX | VTSMX | JUEAX / VTSMX | |
| Total Expense Ratio | 0.94 | 0.06 | 1,567% |
| Annual Report Gross Expense Ratio | 0.96 | 0.06 | 1,600% |
| Fund Existence | 25 years | 34 years | - |
| Gain YTD | 6.211 | 11.384 | 55% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 34.6B | 2.2T | 2% |
| Annual Yield % from dividends | 0.17 | 0.93 | 18% |
| Returns for 1 year | 15.43 | 28.26 | 55% |
| Returns for 3 years | 49.98 | 76.02 | 66% |
| Returns for 5 years | 36.87 | 72.41 | 51% |
| Returns for 10 years | 111.00 | 259.99 | 43% |
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