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JDEAX vs VTSMX
JDEAX vs VTSMX Comparison
Open Charts JDEAX vs VTSMX
JPMorgan US Research Enhanced Equity A
Price$42.94
Change-$1.28 (-2.89%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$141.24
Change-$4.58 (-3.14%)
VolumeN/A
CapitalizationN/A
JDEAX vs VTSMX Comparison Chart
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JDEAX vs. VTSMX commentary
Dec 19, 2024
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 VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. JDEAX (10.6B). 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 : 26.90 vs. JDEAX (22.63). VTSMX return over 5 years is better than : 84.16 vs. JDEAX (69.74).
| 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 | 21.848 | 26.352 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.6B | 1.84T | 1% |
| Annual Yield % from dividends | 0.79 | 1.26 | 63% |
| Returns for 1 year | 22.63 | 26.90 | 84% |
| Returns for 3 years | 27.83 | 27.88 | 100% |
| Returns for 5 years | 69.74 | 84.16 | 83% |
| Returns for 10 years | 102.08 | 192.04 | 53% |