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JDEAX vs VTSAX
JDEAX vs VTSAX Comparison
Open Charts JDEAX vs VTSAX
JPMorgan US Research Enhanced Equity A
Price$36.79
Change-$2.33 (-5.96%)
VolumeN/A
Net Assets9.71B
Vanguard Total Stock Mkt Idx Adm
Price$120.94
Change-$7.55 (-5.88%)
VolumeN/A
Net Assets1.81T
JDEAX vs VTSAX Comparison Chart
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JDEAX vs. VTSAX 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 VTSAX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.81T vs. JDEAX (9.71B). VTSAX pays higher dividends than JDEAX: VTSAX (1.35) vs JDEAX (0.77). JDEAX was incepted earlier than VTSAX: JDEAX (24 years) vs VTSAX (24 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 : 8.05 vs. JDEAX (3.52). VTSAX return over 5 years is better than : 126.25 vs. JDEAX (103.51).
| 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 | 24 years | - |
| Gain YTD | -3.794 | -3.990 | 95% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.71B | 1.81T | 1% |
| Annual Yield % from dividends | 0.77 | 1.35 | 57% |
| Returns for 1 year | 3.52 | 8.05 | 44% |
| Returns for 3 years | 20.02 | 21.03 | 95% |
| Returns for 5 years | 103.51 | 126.25 | 82% |
| Returns for 10 years | 85.75 | 167.38 | 51% |