JUEPX
Price
$26.93
Change
-$0.01 (-0.04%)
Updated
Dec 26 closing price
Net Assets
35.36B
VSMPX
Price
$310.20
Change
-$0.16 (-0.05%)
Updated
Dec 26 closing price
Net Assets
2.06T
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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$26.93
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets35.36B
Vanguard Total Stock Mkt Idx Instl Pls
Price$310.20
Change-$0.16 (-0.05%)
VolumeN/A
Net Assets2.06T
JUEPX vs VSMPX Comparison Chart in %
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VS
JUEPX vs. VSMPX commentary
Dec 28, 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: 2.06T vs. JUEPX (35.4B). VSMPX pays higher dividends than JUEPX: VSMPX (1.12) vs JUEPX (0.18). JUEPX was incepted earlier than VSMPX: JUEPX (9 years) vs VSMPX (11 years). JUEPX (0.96) 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 : 14.34 vs. JUEPX (6.81). VSMPX return over 5 years is better than : 76.80 vs. JUEPX (47.10).
JUEPXVSMPXJUEPX / VSMPX
Total Expense Ratio0.940.024,700%
Annual Report Gross Expense Ratio0.960.024,800%
Fund Existence9 years11 years-
Gain YTD9.63817.32256%
Front LoadN/AN/A-
Min. Initial Investment0100000000-
Min. Initial Investment IRAN/AN/A-
Net Assets35.4B2.06T2%
Annual Yield % from dividends0.181.1216%
Returns for 1 year6.8114.3448%
Returns for 3 years61.5778.7778%
Returns for 5 years47.1076.8061%
Returns for 10 yearsN/A222.37-
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