Interact to see
Advertisement
Advertisement
JUEPX vs VTSMX
JUEPX vs VTSMX Comparison
Open Charts JUEPX vs VTSMX
JUEPX vs VTSMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JUEPX vs. VTSMX commentary
Jul 05, 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 VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.31T vs. JUEPX (32.6B). VTSMX pays higher dividends than JUEPX: VTSMX (0.99) vs JUEPX (0.13). JUEPX was incepted earlier than VTSMX: JUEPX (10 years) vs VTSMX (34 years). JUEPX (0.96) is less costly to investors than VTSMX (0.06). JUEPX is a more actively managed with annual turnover of: 39.00 vs. VTSMX (3.00). JUEPX (0) and VTSMX (0) have matching initial minimum investment requirements. VTSMX annual gain was more profitable for investors over the last year : 20.87 vs. JUEPX (7.06). VTSMX return over 5 years is better than : 64.50 vs. JUEPX (29.26).
| JUEPX | VTSMX | JUEPX / VTSMX | |
| Total Expense Ratio | 0.94 | 0.06 | 1,567% |
| Annual Report Gross Expense Ratio | 0.96 | 0.06 | 1,600% |
| Fund Existence | 10 years | 34 years | - |
| Gain YTD | 4.235 | 10.110 | 42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.6B | 2.31T | 1% |
| Annual Yield % from dividends | 0.13 | 0.99 | 13% |
| Returns for 1 year | 7.06 | 20.87 | 34% |
| Returns for 3 years | 42.15 | 67.54 | 62% |
| Returns for 5 years | 29.26 | 64.50 | 45% |
| Returns for 10 years | N/A | 256.48 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers