JUEQX
Price
$28.40
Change
-$0.03 (-0.11%)
Updated
Nov 12 closing price
Net Assets
35.14B
VSMPX
Price
$306.69
Change
+$0.17 (+0.06%)
Updated
Nov 12 closing price
Net Assets
2.05T
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JUEQX vs VSMPX

Header iconJUEQX vs VSMPX Comparison
Open Charts JUEQX vs VSMPXBanner chart's image
JPMorgan US Equity R4
Price$28.40
Change-$0.03 (-0.11%)
VolumeN/A
Net Assets35.14B
Vanguard Total Stock Mkt Idx Instl Pls
Price$306.69
Change+$0.17 (+0.06%)
VolumeN/A
Net Assets2.05T
JUEQX vs VSMPX Comparison Chart in %
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JUEQX vs. VSMPX commentary
Nov 14, 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 JUEQX is a Buy and VSMPX is a Hold.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.05T vs. JUEQX (35.1B). VSMPX pays higher dividends than JUEQX: VSMPX (1.12) vs JUEQX (0.38). JUEQX was incepted earlier than VSMPX: JUEQX (9 years) vs VSMPX (11 years). JUEQX (0.72) is less costly to investors than VSMPX (0.02). JUEQX is a more actively managed with annual turnover of: 39.00 vs. VSMPX (2.00). JUEQX has a lower initial minimum investment than VSMPX: JUEQX (0) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 13.44 vs. JUEQX (5.00). VSMPX return over 5 years is better than : 84.08 vs. JUEQX (51.57).
JUEQXVSMPXJUEQX / VSMPX
Total Expense Ratio0.690.023,450%
Annual Report Gross Expense Ratio0.720.023,600%
Fund Existence9 years11 years-
Gain YTD14.89715.99493%
Front LoadN/AN/A-
Min. Initial Investment0100000000-
Min. Initial Investment IRAN/AN/A-
Net Assets35.1B2.05T2%
Annual Yield % from dividends0.381.1234%
Returns for 1 year5.0013.4437%
Returns for 3 years56.1368.3082%
Returns for 5 years51.5784.0861%
Returns for 10 yearsN/A225.48-
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