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JUEMX vs VTSMX
JUEMX vs VTSMX Comparison
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JUEMX vs VTSMX Comparison Chart in %
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JUEMX vs. VTSMX commentary
Aug 03, 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 JUEMX is a Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.3T vs. JUEMX (31.7B). VTSMX pays higher dividends than JUEMX: VTSMX (0.99) vs JUEMX (0.59). JUEMX was incepted earlier than VTSMX: JUEMX (16 years) vs VTSMX (34 years). JUEMX (0.46) is less costly to investors than VTSMX (0.06). JUEMX is a more actively managed with annual turnover of: 39.00 vs. VTSMX (3.00). VTSMX has a lower initial minimum investment than JUEMX: VTSMX (0) vs JUEMX (15000000). VTSMX annual gain was more profitable for investors over the last year : 18.51 vs. JUEMX (4.14). VTSMX return over 5 years is better than : 63.11 vs. JUEMX (29.33).
| JUEMX | VTSMX | JUEMX / VTSMX | |
| Total Expense Ratio | 0.44 | 0.06 | 733% |
| Annual Report Gross Expense Ratio | 0.46 | 0.06 | 767% |
| Fund Existence | 16 years | 34 years | - |
| Gain YTD | 3.842 | 9.877 | 39% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 31.7B | 2.3T | 1% |
| Annual Yield % from dividends | 0.59 | 0.99 | 59% |
| Returns for 1 year | 4.14 | 18.51 | 22% |
| Returns for 3 years | 39.14 | 62.16 | 63% |
| Returns for 5 years | 29.33 | 63.11 | 46% |
| Returns for 10 years | 112.57 | 246.06 | 46% |
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