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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
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 JUEMX is a Buy and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.3T vs. JUEMX (32.8B). 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 : 21.46 vs. JUEMX (8.33). VTSMX return over 5 years is better than : 66.43 vs. JUEMX (33.07).
| 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 | 6.028 | 11.201 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.8B | 2.3T | 1% |
| Annual Yield % from dividends | 0.59 | 0.99 | 59% |
| Returns for 1 year | 8.33 | 21.46 | 39% |
| Returns for 3 years | 44.45 | 66.96 | 66% |
| Returns for 5 years | 33.07 | 66.43 | 50% |
| Returns for 10 years | 117.50 | 249.71 | 47% |
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