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JDEAX vs VSTSX
JDEAX vs VSTSX Comparison
Open Charts JDEAX vs VSTSX
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 Sel
Price$238.16
Change-$14.85 (-5.87%)
VolumeN/A
Net Assets1.81T
JDEAX vs VSTSX Comparison Chart
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JDEAX vs. VSTSX 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 VSTSX is a Hold.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.81T vs. JDEAX (9.71B). VSTSX pays higher dividends than JDEAX: VSTSX (1.37) vs JDEAX (0.77). JDEAX was incepted earlier than VSTSX: JDEAX (24 years) vs VSTSX (9 years). JDEAX (0.84) is less costly to investors than VSTSX (0.01). JDEAX is a more actively managed with annual turnover of: 39.00 vs. VSTSX (2.00). JDEAX has a lower initial minimum investment than VSTSX: JDEAX (1000) vs VSTSX (5000000000). VSTSX annual gain was more profitable for investors over the last year : 8.07 vs. JDEAX (3.52). VSTSX return over 5 years is better than : 126.39 vs. JDEAX (103.51).
| JDEAX | VSTSX | JDEAX / VSTSX | |
| Total Expense Ratio | 0.60 | 0.01 | 6,000% |
| Annual Report Gross Expense Ratio | 0.84 | 0.01 | 8,400% |
| Fund Existence | 24 years | 9 years | - |
| Gain YTD | -3.794 | -3.985 | 95% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 5000000000 | 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 | 8.07 | 44% |
| Returns for 3 years | 20.02 | 21.09 | 95% |
| Returns for 5 years | 103.51 | 126.39 | 82% |
| Returns for 10 years | 85.75 | N/A | - |
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