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JDEAX vs VTSAX
JDEAX vs VTSAX Comparison
Open Charts JDEAX vs VTSAX
JPMorgan US Research Enhanced Equity A
Price$42.04
Change-$0.33 (-0.78%)
VolumeN/A
Net Assets10.47B
Vanguard Total Stock Mkt Idx Adm
Price$138.71
Change-$0.88 (-0.63%)
VolumeN/A
Net Assets1.72T
JDEAX vs VTSAX Comparison Chart
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JDEAX vs. VTSAX commentary
May 25, 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 VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.72T vs. JDEAX (10.5B). VTSAX pays higher dividends than JDEAX: VTSAX (1.36) vs JDEAX (0.78). JDEAX was incepted earlier than VTSAX: JDEAX (24 years) vs VTSAX (25 years). JDEAX (0.84) is less costly to investors than VTSAX (0.04). JDEAX is a more actively managed with annual turnover of: 39.00 vs. VTSAX (2.00). JDEAX has a lower initial minimum investment than VTSAX: JDEAX (1000) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 9.73 vs. JDEAX (4.15). VTSAX return over 5 years is better than : 91.69 vs. JDEAX (72.60).
| JDEAX | VTSAX | JDEAX / VTSAX | |
| Total Expense Ratio | 0.60 | 0.04 | 1,500% |
| Annual Report Gross Expense Ratio | 0.84 | 0.04 | 2,100% |
| Fund Existence | 24 years | 25 years | - |
| Gain YTD | -1.713 | -1.614 | 106% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.5B | 1.72T | 1% |
| Annual Yield % from dividends | 0.78 | 1.36 | 57% |
| Returns for 1 year | 4.15 | 9.73 | 43% |
| Returns for 3 years | 42.23 | 45.38 | 93% |
| Returns for 5 years | 72.60 | 91.69 | 79% |
| Returns for 10 years | 87.96 | 171.42 | 51% |
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