Ad is loading...
JDEAX vs VSMPX
JDEAX vs VSMPX Comparison
Open Charts JDEAX vs VSMPX
JPMorgan US Research Enhanced Equity A
Price$36.79
Change-$2.33 (-5.96%)
VolumeN/A
Net Assets9.71B
Vanguard Total Stock Mkt Idx Instl Pls
Price$226.91
Change-$14.15 (-5.87%)
VolumeN/A
Net Assets1.81T
JDEAX vs VSMPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JDEAX vs. VSMPX commentary
Apr 05, 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 JDEAX is a Buy and VSMPX is a Hold.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.81T vs. JDEAX (9.71B). VSMPX pays higher dividends than JDEAX: VSMPX (1.37) vs JDEAX (0.77). JDEAX was incepted earlier than VSMPX: JDEAX (24 years) vs VSMPX (10 years). JDEAX (0.84) is less costly to investors than VSMPX (0.02). JDEAX is a more actively managed with annual turnover of: 39.00 vs. VSMPX (2.00). JDEAX has a lower initial minimum investment than VSMPX: JDEAX (1000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 8.06 vs. JDEAX (3.52). VSMPX return over 5 years is better than : 126.31 vs. JDEAX (103.51).
| JDEAX | VSMPX | JDEAX / VSMPX | |
| Total Expense Ratio | 0.60 | 0.02 | 3,000% |
| Annual Report Gross Expense Ratio | 0.84 | 0.02 | 4,200% |
| Fund Existence | 24 years | 10 years | - |
| Gain YTD | -3.794 | -3.987 | 95% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.71B | 1.81T | 1% |
| Annual Yield % from dividends | 0.77 | 1.37 | 56% |
| Returns for 1 year | 3.52 | 8.06 | 44% |
| Returns for 3 years | 20.02 | 21.05 | 95% |
| Returns for 5 years | 103.51 | 126.31 | 82% |
| Returns for 10 years | 85.75 | N/A | - |