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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
Jun 03, 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 Hold and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.2T vs. JUEQX (34.6B). VTSMX pays higher dividends than JUEQX: VTSMX (0.93) vs JUEQX (0.39). 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 : 28.26 vs. JUEQX (15.80). VTSMX return over 5 years is better than : 72.41 vs. JUEQX (38.39).
| 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 | 6.338 | 11.384 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 34.6B | 2.2T | 2% |
| Annual Yield % from dividends | 0.39 | 0.93 | 41% |
| Returns for 1 year | 15.80 | 28.26 | 56% |
| Returns for 3 years | 51.22 | 76.02 | 67% |
| Returns for 5 years | 38.39 | 72.41 | 53% |
| Returns for 10 years | N/A | 259.99 | - |
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