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JULCX vs VASIX
JULCX vs VASIX Comparison
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JULCX vs VASIX Comparison Chart in %
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JULCX vs. VASIX commentary
Jun 25, 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 JULCX is a Hold and VASIX is a Hold.
FUNDAMENTALS
Fundamentals
VASIX has more cash in the bank: 4.07B vs. JULCX (1.51B). JULCX pays higher dividends than VASIX: JULCX (3.87) vs VASIX (3.48). JULCX was incepted earlier than VASIX: JULCX (15 years) vs VASIX (32 years). JULCX (0.81) is less costly to investors than VASIX (0.10). JULCX is a more actively managed with annual turnover of: 15.00 vs. VASIX (8.00). VASIX has a lower initial minimum investment than JULCX: VASIX (3000) vs JULCX (1000000). JULCX annual gain was more profitable for investors over the last year : 8.28 vs. VASIX (6.65). JULCX return over 5 years is better than : 9.67 vs. VASIX (4.67).
| JULCX | VASIX | JULCX / VASIX | |
| Total Expense Ratio | 0.81 | 0.10 | 810% |
| Annual Report Gross Expense Ratio | 0.81 | 0.10 | 810% |
| Fund Existence | 15 years | 32 years | - |
| Gain YTD | 2.956 | 2.565 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.51B | 4.07B | 37% |
| Annual Yield % from dividends | 3.87 | 3.48 | 111% |
| Returns for 1 year | 8.28 | 6.65 | 124% |
| Returns for 3 years | 25.73 | 18.21 | 141% |
| Returns for 5 years | 9.67 | 4.67 | 207% |
| Returns for 10 years | 38.01 | 33.26 | 114% |
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