JUEPX
Price
$27.16
Change
+$0.08 (+0.30%)
Updated
Aug 28 closing price
Net Assets
34.57B
VTSAX
Price
$154.83
Change
-$0.98 (-0.63%)
Updated
Aug 29 closing price
Net Assets
1.91T
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JUEPX vs VTSAX

Header iconJUEPX vs VTSAX Comparison
Open Charts JUEPX vs VTSAXBanner chart's image
JPMorgan US Equity R3
Price$27.16
Change+$0.08 (+0.30%)
VolumeN/A
Net Assets34.57B
Vanguard Total Stock Mkt Idx Adm
Price$154.83
Change-$0.98 (-0.63%)
VolumeN/A
Net Assets1.91T
JUEPX vs VTSAX Comparison Chart in %
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JUEPX vs. VTSAX commentary
Aug 30, 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 JUEPX is a Buy and VTSAX is a Buy.

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FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.91T vs. JUEPX (34.6B). VTSAX pays higher dividends than JUEPX: VTSAX (1.18) vs JUEPX (0.21). JUEPX was incepted earlier than VTSAX: JUEPX (9 years) vs VTSAX (25 years). JUEPX (0.97) is less costly to investors than VTSAX (0.04). JUEPX is a more actively managed with annual turnover of: 53.00 vs. VTSAX (2.00). JUEPX has a lower initial minimum investment than VTSAX: JUEPX (0) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 15.91 vs. JUEPX (9.14). VTSAX return over 5 years is better than : 80.23 vs. JUEPX (48.78).
JUEPXVTSAXJUEPX / VTSAX
Total Expense Ratio0.940.042,350%
Annual Report Gross Expense Ratio0.970.042,425%
Fund Existence9 years25 years-
Gain YTD10.21110.134101%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets34.6B1.91T2%
Annual Yield % from dividends0.211.1818%
Returns for 1 year9.1415.9157%
Returns for 3 years47.5358.1582%
Returns for 5 years48.7880.2361%
Returns for 10 yearsN/A224.21-
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