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JDEAX vs VTSMX
JDEAX vs VTSMX Comparison
Open Charts JDEAX vs VTSMX
JPMorgan US Research Enhanced Equity A
Price$43.96
Change+$0.08 (+0.18%)
VolumeN/A
Net Assets10.52B
Vanguard Total Stock Mkt Idx I
Price$146.10
Change+$0.89 (+0.61%)
VolumeN/A
Net Assets1.78T
JDEAX vs VTSMX Comparison Chart
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JDEAX vs. VTSMX commentary
Jan 31, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.78T 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). VTSMX annual gain was more profitable for investors over the last year : 24.48 vs. JDEAX (19.23). VTSMX return over 5 years is better than : 83.05 vs. JDEAX (67.58).
| 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 | 2.590 | 2.986 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.5B | 1.78T | 1% |
| Annual Yield % from dividends | 0.79 | 1.26 | 63% |
| Returns for 1 year | 19.23 | 24.48 | 79% |
| Returns for 3 years | 29.73 | 31.83 | 93% |
| Returns for 5 years | 67.58 | 83.05 | 81% |
| Returns for 10 years | 105.27 | 196.61 | 54% |
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