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JDEAX vs VTSMX
JDEAX vs VTSMX Comparison
Open Charts JDEAX vs VTSMX
JPMorgan US Research Enhanced Equity A
Price$45.91
Change-$0.02 (-0.04%)
VolumeN/A
Net Assets11.16B
Vanguard Total Stock Mkt Idx I
Price$151.30
Change-$0.14 (-0.09%)
VolumeN/A
Net Assets1.91T
JDEAX vs VTSMX Comparison Chart in %
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JDEAX vs. VTSMX commentary
Aug 08, 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 StrongBuy and VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. JDEAX (11.2B). VTSMX pays higher dividends than JDEAX: VTSMX (1.09) vs JDEAX (0.68). JDEAX was incepted earlier than VTSMX: JDEAX (24 years) vs VTSMX (33 years). JDEAX (0.84) is less costly to investors than VTSMX (0.14). JDEAX is a more actively managed with annual turnover of: 39.00 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 : 21.77 vs. JDEAX (14.98). VTSMX return over 5 years is better than : 83.91 vs. JDEAX (65.07).
| JDEAX | VTSMX | JDEAX / VTSMX | |
| Total Expense Ratio | 0.60 | 0.14 | 429% |
| Annual Report Gross Expense Ratio | 0.84 | 0.14 | 600% |
| Fund Existence | 24 years | 33 years | - |
| Gain YTD | 7.563 | 7.450 | 102% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.2B | 1.91T | 1% |
| Annual Yield % from dividends | 0.68 | 1.09 | 62% |
| Returns for 1 year | 14.98 | 21.77 | 69% |
| Returns for 3 years | 47.85 | 50.15 | 95% |
| Returns for 5 years | 65.07 | 83.91 | 78% |
| Returns for 10 years | 107.12 | 196.78 | 54% |
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