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JDEAX vs VTSMX
JDEAX vs VTSMX Comparison
Open Charts JDEAX vs VTSMX
JPMorgan US Research Enhanced Equity A
Price$36.79
Change-$2.33 (-5.96%)
VolumeN/A
Net Assets9.71B
Vanguard Total Stock Mkt Idx I
Price$120.93
Change-$7.54 (-5.87%)
VolumeN/A
Net Assets1.81T
JDEAX vs VTSMX Comparison Chart
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JDEAX vs. VTSMX 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 VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.81T vs. JDEAX (9.71B). VTSMX pays higher dividends than JDEAX: VTSMX (1.25) vs JDEAX (0.77). 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 : 8.05 vs. JDEAX (3.52). VTSMX return over 5 years is better than : 126.23 vs. JDEAX (103.51).
| 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 | -3.794 | -3.986 | 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 | 1.25 | 62% |
| Returns for 1 year | 3.52 | 8.05 | 44% |
| Returns for 3 years | 20.02 | 21.01 | 95% |
| Returns for 5 years | 103.51 | 126.23 | 82% |
| Returns for 10 years | 85.75 | 166.80 | 51% |
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