JUEPX
Price
$26.49
Change
-$0.03 (-0.11%)
Updated
Aug 7 closing price
Net Assets
33.36B
VTSMX
Price
$151.30
Change
-$0.14 (-0.09%)
Updated
Aug 7 closing price
Net Assets
1.91T
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JUEPX vs VTSMX

Header iconJUEPX vs VTSMX Comparison
Open Charts JUEPX vs VTSMXBanner chart's image
JPMorgan US Equity R3
Price$26.49
Change-$0.03 (-0.11%)
VolumeN/A
Net Assets33.36B
Vanguard Total Stock Mkt Idx I
Price$151.30
Change-$0.14 (-0.09%)
VolumeN/A
Net Assets1.91T
JUEPX vs VTSMX Comparison Chart in %
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JUEPX vs. VTSMX commentary
Aug 08, 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 VTSMX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. JUEPX (33.4B). VTSMX pays higher dividends than JUEPX: VTSMX (1.09) vs JUEPX (0.21). JUEPX was incepted earlier than VTSMX: JUEPX (9 years) vs VTSMX (33 years). JUEPX (0.97) is less costly to investors than VTSMX (0.14). JUEPX is a more actively managed with annual turnover of: 53.00 vs. VTSMX (2.00). JUEPX has a lower initial minimum investment than VTSMX: JUEPX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 21.77 vs. JUEPX (14.93). VTSMX return over 5 years is better than : 83.91 vs. JUEPX (53.24).
JUEPXVTSMXJUEPX / VTSMX
Total Expense Ratio0.940.14671%
Annual Report Gross Expense Ratio0.970.14693%
Fund Existence9 years33 years-
Gain YTD7.9327.450106%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets33.4B1.91T2%
Annual Yield % from dividends0.211.0920%
Returns for 1 year14.9321.7769%
Returns for 3 years40.6250.1581%
Returns for 5 years53.2483.9163%
Returns for 10 yearsN/A196.78-
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