JUEQX
Price
$27.92
Change
+$0.13 (+0.47%)
Updated
Oct 17 closing price
Net Assets
34.79B
VSMPX
Price
$298.85
Change
+$1.31 (+0.44%)
Updated
Oct 17 closing price
Net Assets
2.02T
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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$27.92
Change+$0.13 (+0.47%)
VolumeN/A
Net Assets34.79B
Vanguard Total Stock Mkt Idx Instl Pls
Price$298.85
Change+$1.31 (+0.44%)
VolumeN/A
Net Assets2.02T
JUEQX vs VSMPX Comparison Chart in %
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VS
JUEQX 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 JUEQX is a Buy and VSMPX is a Hold.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.02T vs. JUEQX (34.8B). VSMPX pays higher dividends than JUEQX: VSMPX (1.15) vs JUEQX (0.39). JUEQX was incepted earlier than VSMPX: JUEQX (9 years) vs VSMPX (10 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 : 13.81 vs. JUEQX (6.07). VSMPX return over 5 years is better than : 84.96 vs. JUEQX (54.56).
JUEQXVSMPXJUEQX / VSMPX
Total Expense Ratio0.690.023,450%
Annual Report Gross Expense Ratio0.720.023,600%
Fund Existence9 years10 years-
Gain YTD12.95513.02999%
Front LoadN/AN/A-
Min. Initial Investment0100000000-
Min. Initial Investment IRAN/AN/A-
Net Assets34.8B2.02T2%
Annual Yield % from dividends0.391.1534%
Returns for 1 year6.0713.8144%
Returns for 3 years64.8076.1285%
Returns for 5 years54.5684.9664%
Returns for 10 yearsN/A215.53-
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