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JUEPX vs VTSMX
JUEPX vs VTSMX Comparison
Open Charts JUEPX vs VTSMX
JUEPX vs VTSMX Comparison Chart in %
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JUEPX vs. VTSMX 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 VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.3T vs. JUEPX (31.7B). 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 : 16.94 vs. JUEPX (2.55). VTSMX return over 5 years is better than : 61.07 vs. JUEPX (24.99).
| 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 | 2.694 | 8.847 | 30% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 31.7B | 2.3T | 1% |
| Annual Yield % from dividends | 0.13 | 0.99 | 13% |
| Returns for 1 year | 2.55 | 16.94 | 15% |
| Returns for 3 years | 35.70 | 61.22 | 58% |
| Returns for 5 years | 24.99 | 61.07 | 41% |
| Returns for 10 years | N/A | 240.66 | - |
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