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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
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 JUEMX is a Hold and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.31T vs. JUEMX (33.5B). VTSMX pays higher dividends than JUEMX: VTSMX (0.93) vs JUEMX (0.60). 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 : 24.58 vs. JUEMX (14.12). VTSMX return over 5 years is better than : 67.02 vs. JUEMX (37.16).
| 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 | 5.649 | 10.011 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 33.5B | 2.31T | 1% |
| Annual Yield % from dividends | 0.60 | 0.93 | 65% |
| Returns for 1 year | 14.12 | 24.58 | 57% |
| Returns for 3 years | 49.09 | 71.98 | 68% |
| Returns for 5 years | 37.16 | 67.02 | 55% |
| Returns for 10 years | 129.88 | 267.62 | 49% |
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