Ad is loading...
JDEAX vs VTSMX
JDEAX vs VTSMX Comparison
Open Charts JDEAX vs VTSMX
JPMorgan US Research Enhanced Equity A
Price$42.51
Change+$0.49 (+1.17%)
VolumeN/A
Net Assets10.2B
Vanguard Total Stock Mkt Idx I
Price$139.83
Change+$1.59 (+1.15%)
VolumeN/A
Net Assets1.84T
JDEAX vs VTSMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JDEAX vs. VTSMX commentary
Mar 06, 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 Hold and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. JDEAX (10.2B). VTSMX pays higher dividends than JDEAX: VTSMX (1.26) vs JDEAX (0.79). JDEAX was incepted earlier than VTSMX: JDEAX (23 years) vs VTSMX (33 years). JDEAX is a more actively managed with annual turnover of: 32.00 vs. VTSMX (2.00). JDEAX has a lower initial minimum investment than VTSMX: JDEAX (1000) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 12.84 vs. JDEAX (9.57). VTSMX return over 5 years is better than : 89.24 vs. JDEAX (74.64).
| JDEAX | VTSMX | JDEAX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 33 years | - |
| Gain YTD | -0.793 | -1.957 | 41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.2B | 1.84T | 1% |
| Annual Yield % from dividends | 0.79 | 1.26 | 63% |
| Returns for 1 year | 9.57 | 12.84 | 75% |
| Returns for 3 years | 30.92 | 30.68 | 101% |
| Returns for 5 years | 74.64 | 89.24 | 84% |
| Returns for 10 years | 92.12 | 174.16 | 53% |