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JDEAX vs VTSMX
JDEAX vs VTSMX Comparison
Open Charts JDEAX vs VTSMX
JPMorgan US Research Enhanced Equity A
Price$45.30
Change-$0.67 (-1.46%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$141.25
Change-$1.87 (-1.31%)
VolumeN/A
CapitalizationN/A
JDEAX vs VTSMX Comparison Chart
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JDEAX vs. VTSMX commentary
Nov 18, 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 StrongBuy and VTSMX is a StrongSell.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.73T vs. JDEAX (10.5B). 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). JDEAX (31.82) and VTSMX (30.52) have marching annual gain over last year. VTSMX return over 5 years is better than : 83.72 vs. JDEAX (78.96).
| 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 | 24.824 | 22.392 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.5B | 1.73T | 1% |
| Annual Yield % from dividends | 0.79 | 1.26 | 63% |
| Returns for 1 year | 31.82 | 30.52 | 104% |
| Returns for 3 years | 14.63 | 19.91 | 73% |
| Returns for 5 years | 78.96 | 83.72 | 94% |
| Returns for 10 years | 96.34 | 186.07 | 52% |
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