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JUEPX vs VTSAX
JUEPX vs VTSAX Comparison
Open Charts JUEPX vs VTSAX
JUEPX vs VTSAX Comparison Chart in %
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JUEPX vs. VTSAX commentary
Jul 27, 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 Hold and VTSAX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 2.3T vs. JUEPX (31.7B). VTSAX pays higher dividends than JUEPX: VTSAX (1.04) vs JUEPX (0.13). JUEPX was incepted earlier than VTSAX: JUEPX (10 years) vs VTSAX (26 years). JUEPX (0.96) is less costly to investors than VTSAX (0.04). JUEPX is a more actively managed with annual turnover of: 39.00 vs. VTSAX (3.00). 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 : 16.94 vs. JUEPX (2.55). VTSAX return over 5 years is better than : 61.10 vs. JUEPX (24.99).
| JUEPX | VTSAX | JUEPX / VTSAX | |
| Total Expense Ratio | 0.94 | 0.04 | 2,350% |
| Annual Report Gross Expense Ratio | 0.96 | 0.04 | 2,400% |
| Fund Existence | 10 years | 26 years | - |
| Gain YTD | 2.694 | 8.847 | 30% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 31.7B | 2.3T | 1% |
| Annual Yield % from dividends | 0.13 | 1.04 | 13% |
| Returns for 1 year | 2.55 | 16.94 | 15% |
| Returns for 3 years | 35.70 | 61.25 | 58% |
| Returns for 5 years | 24.99 | 61.10 | 41% |
| Returns for 10 years | N/A | 241.33 | - |
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