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JUEMX vs VSMPX
JUEMX vs VSMPX Comparison
Open Charts JUEMX vs VSMPX
Vanguard Total Stock Mkt Idx Instl Pls
Price$254.04
Change+$1.84 (+0.73%)
VolumeN/A
Net Assets1.72T
JUEMX vs VSMPX Comparison Chart
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JUEMX vs. VSMPX commentary
May 09, 2025
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 JUEMX is a Buy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.72T vs. JUEMX (30B). VSMPX pays higher dividends than JUEMX: VSMPX (1.37) vs JUEMX (0.75). JUEMX was incepted earlier than VSMPX: JUEMX (14 years) vs VSMPX (10 years). JUEMX (0.47) is less costly to investors than VSMPX (0.02). JUEMX is a more actively managed with annual turnover of: 53.00 vs. VSMPX (2.00). JUEMX has a lower initial minimum investment than VSMPX: JUEMX (15000000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 7.86 vs. JUEMX (1.60). VSMPX return over 5 years is better than : 88.00 vs. JUEMX (58.96).
| JUEMX | VSMPX | JUEMX / VSMPX | |
| Total Expense Ratio | 0.44 | 0.02 | 2,200% |
| Annual Report Gross Expense Ratio | 0.47 | 0.02 | 2,350% |
| Fund Existence | 14 years | 10 years | - |
| Gain YTD | -4.802 | -4.649 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 100000000 | 15% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30B | 1.72T | 2% |
| Annual Yield % from dividends | 0.75 | 1.37 | 54% |
| Returns for 1 year | 1.60 | 7.86 | 20% |
| Returns for 3 years | 30.53 | 39.43 | 77% |
| Returns for 5 years | 58.96 | 88.00 | 67% |
| Returns for 10 years | 71.60 | 155.00 | 46% |