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JUEQX vs VTSMX
JUEQX vs VTSMX Comparison
Open Charts JUEQX vs VTSMX
JUEQX vs VTSMX Comparison Chart in %
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JUEQX vs. VTSMX commentary
Aug 23, 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 VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.29T vs. JUEQX (32.1B). VTSMX pays higher dividends than JUEQX: VTSMX (0.99) vs JUEQX (0.36). JUEQX was incepted earlier than VTSMX: JUEQX (10 years) vs VTSMX (34 years). JUEQX (0.71) is less costly to investors than VTSMX (0.06). JUEQX is a more actively managed with annual turnover of: 39.00 vs. VTSMX (3.00). JUEQX (0) and VTSMX (0) have matching initial minimum investment requirements. VTSMX annual gain was more profitable for investors over the last year : 21.03 vs. JUEQX (6.57). VTSMX return over 5 years is better than : 66.56 vs. JUEQX (29.30).
| JUEQX | VTSMX | JUEQX / VTSMX | |
| Total Expense Ratio | 0.69 | 0.06 | 1,150% |
| Annual Report Gross Expense Ratio | 0.71 | 0.06 | 1,183% |
| Fund Existence | 10 years | 34 years | - |
| Gain YTD | 6.279 | 12.869 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.1B | 2.29T | 1% |
| Annual Yield % from dividends | 0.36 | 0.99 | 36% |
| Returns for 1 year | 6.57 | 21.03 | 31% |
| Returns for 3 years | 46.63 | 74.28 | 63% |
| Returns for 5 years | 29.30 | 66.56 | 44% |
| Returns for 10 years | N/A | 249.18 | - |
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