JUEPX
Price
$27.68
Change
+$0.12 (+0.44%)
Updated
Oct 17 closing price
Net Assets
34.95B
VSMPX
Price
$298.85
Change
+$1.31 (+0.44%)
Updated
Oct 17 closing price
Net Assets
2.02T
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JUEPX vs VSMPX

Header iconJUEPX vs VSMPX Comparison
Open Charts JUEPX vs VSMPXBanner chart's image
JPMorgan US Equity R3
Price$27.68
Change+$0.12 (+0.44%)
VolumeN/A
Net Assets34.95B
Vanguard Total Stock Mkt Idx Instl Pls
Price$298.85
Change+$1.31 (+0.44%)
VolumeN/A
Net Assets2.02T
JUEPX vs VSMPX Comparison Chart in %
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VS
JUEPX vs. VSMPX commentary
Oct 19, 2025

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 Buy and VSMPX is a Hold.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.02T vs. JUEPX (35B). VSMPX pays higher dividends than JUEPX: VSMPX (1.15) vs JUEPX (0.18). JUEPX was incepted earlier than VSMPX: JUEPX (9 years) vs VSMPX (10 years). JUEPX (0.97) is less costly to investors than VSMPX (0.02). JUEPX is a more actively managed with annual turnover of: 39.00 vs. VSMPX (2.00). JUEPX has a lower initial minimum investment than VSMPX: JUEPX (0) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 13.81 vs. JUEPX (5.70). VSMPX return over 5 years is better than : 84.96 vs. JUEPX (52.73).
JUEPXVSMPXJUEPX / VSMPX
Total Expense Ratio0.940.024,700%
Annual Report Gross Expense Ratio0.970.024,850%
Fund Existence9 years10 years-
Gain YTD12.69113.02997%
Front LoadN/AN/A-
Min. Initial Investment0100000000-
Min. Initial Investment IRAN/AN/A-
Net Assets35B2.02T2%
Annual Yield % from dividends0.181.1516%
Returns for 1 year5.7013.8141%
Returns for 3 years63.5576.1283%
Returns for 5 years52.7384.9662%
Returns for 10 yearsN/A215.53-
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