JUEQX
Price
$28.37
Change
+$0.12 (+0.42%)
Updated
Jul 10 closing price
Net Assets
32.82B
VSMPX
Price
$337.67
Change
-$2.70 (-0.79%)
Updated
Jul 13 closing price
Net Assets
2.3T
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JUEQX vs VSMPX

JUEQX vs VSMPX Comparison Chart in %
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VS
JUEQX vs. VSMPX commentary
Jul 14, 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 JUEQX is a Buy and VSMPX is a Buy.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.3T vs. JUEQX (32.8B). VSMPX pays higher dividends than JUEQX: VSMPX (1.06) vs JUEQX (0.36). JUEQX was incepted earlier than VSMPX: JUEQX (10 years) vs VSMPX (11 years). JUEQX (0.71) is less costly to investors than VSMPX (0.02). JUEQX is a more actively managed with annual turnover of: 39.00 vs. VSMPX (3.00). JUEQX has a lower initial minimum investment than VSMPX: JUEQX (0) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 21.48 vs. JUEQX (8.01). VSMPX return over 5 years is better than : 66.52 vs. JUEQX (31.47).
JUEQXVSMPXJUEQX / VSMPX
Total Expense Ratio0.690.023,450%
Annual Report Gross Expense Ratio0.710.023,550%
Fund Existence10 years11 years-
Gain YTD5.90611.20653%
Front LoadN/AN/A-
Min. Initial Investment0100000000-
Min. Initial Investment IRAN/AN/A-
Net Assets32.8B2.3T1%
Annual Yield % from dividends0.361.0634%
Returns for 1 year8.0121.4837%
Returns for 3 years43.2167.0364%
Returns for 5 years31.4766.5247%
Returns for 10 yearsN/A239.43-
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