JUEPX
Price
$28.33
Change
-$0.06 (-0.21%)
Updated
Sep 4 closing price
Net Assets
32.01B
VSMPX
Price
$346.84
Change
-$1.08 (-0.31%)
Updated
Sep 4 closing price
Net Assets
2.34T
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JUEPX vs VSMPX

JUEPX vs VSMPX Comparison Chart in %
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VS
JUEPX vs. VSMPX commentary
Sep 07, 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 JUEPX is a Buy and VSMPX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.34T vs. JUEPX (32B). VSMPX pays higher dividends than JUEPX: VSMPX (1.04) vs JUEPX (0.13). JUEPX was incepted earlier than VSMPX: JUEPX (10 years) vs VSMPX (11 years). JUEPX (0.96) is less costly to investors than VSMPX (0.02). JUEPX is a more actively managed with annual turnover of: 39.00 vs. VSMPX (3.00). JUEPX has a lower initial minimum investment than VSMPX: JUEPX (0) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 18.71 vs. JUEPX (4.38). VSMPX return over 5 years is better than : 62.88 vs. JUEPX (26.79).
JUEPXVSMPXJUEPX / VSMPX
Total Expense Ratio0.940.024,700%
Annual Report Gross Expense Ratio0.960.024,800%
Fund Existence10 years11 years-
Gain YTD6.52913.32049%
Front LoadN/AN/A-
Min. Initial Investment0100000000-
Min. Initial Investment IRAN/AN/A-
Net Assets32B2.34T1%
Annual Yield % from dividends0.131.0413%
Returns for 1 year4.3818.7123%
Returns for 3 years42.4670.5660%
Returns for 5 years26.7962.8843%
Returns for 10 yearsN/A239.70-
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