JUEPX
Price
$26.55
Change
-$1.40 (-5.01%)
Updated
Feb 3 closing price
Net Assets
34.29B
VSMPX
Price
$310.42
Change
+$8.40 (+2.78%)
Updated
Feb 3 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$26.55
Change-$1.40 (-5.01%)
VolumeN/A
Net Assets34.29B
Vanguard Total Stock Mkt Idx Instl Pls
Price$310.42
Change+$8.40 (+2.78%)
VolumeN/A
Net Assets2.06T
JUEPX vs VSMPX Comparison Chart in %
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VS
JUEPX vs. VSMPX commentary
Feb 05, 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 JUEPX is a Buy and VSMPX is a Buy.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.06T vs. JUEPX (34.3B). VSMPX pays higher dividends than JUEPX: VSMPX (1.11) 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 : 14.80 vs. JUEPX (6.84). VSMPX return over 5 years is better than : 68.28 vs. JUEPX (37.45).
JUEPXVSMPXJUEPX / VSMPX
Total Expense Ratio0.940.024,700%
Annual Report Gross Expense Ratio0.960.024,800%
Fund Existence9 years11 years-
Gain YTD-0.1881.381-14%
Front LoadN/AN/A-
Min. Initial Investment0100000000-
Min. Initial Investment IRAN/AN/A-
Net Assets34.3B2.06T2%
Annual Yield % from dividends0.181.1116%
Returns for 1 year6.8414.8046%
Returns for 3 years47.0464.0773%
Returns for 5 years37.4568.2855%
Returns for 10 yearsN/A259.26-
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