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JDESX vs VSMPX
JDESX vs VSMPX Comparison
Open Charts JDESX vs VSMPX
JPMorgan US Research Enhanced Equity I
Price$43.06
Change-$0.74 (-1.69%)
VolumeN/A
Net Assets10.77B
Vanguard Total Stock Mkt Idx Instl Pls
Price$261.94
Change-$4.62 (-1.73%)
VolumeN/A
Net Assets1.72T
JDESX vs VSMPX Comparison Chart
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JDESX vs. VSMPX commentary
May 23, 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 JDESX is a Buy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.72T vs. JDESX (10.8B). VSMPX pays higher dividends than JDESX: VSMPX (1.37) vs JDESX (0.99). JDESX was incepted earlier than VSMPX: JDESX (24 years) vs VSMPX (10 years). JDESX (0.59) is less costly to investors than VSMPX (0.02). JDESX is a more actively managed with annual turnover of: 39.00 vs. VSMPX (2.00). JDESX has a lower initial minimum investment than VSMPX: JDESX (1000000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 11.10 vs. JDESX (6.15). VSMPX return over 5 years is better than : 96.40 vs. JDESX (79.41).
| JDESX | VSMPX | JDESX / VSMPX | |
| Total Expense Ratio | 0.35 | 0.02 | 1,750% |
| Annual Report Gross Expense Ratio | 0.59 | 0.02 | 2,950% |
| Fund Existence | 24 years | 10 years | - |
| Gain YTD | 0.967 | 0.781 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.8B | 1.72T | 1% |
| Annual Yield % from dividends | 0.99 | 1.37 | 72% |
| Returns for 1 year | 6.15 | 11.10 | 55% |
| Returns for 3 years | 48.59 | 49.92 | 97% |
| Returns for 5 years | 79.41 | 96.40 | 82% |
| Returns for 10 years | 95.59 | 166.44 | 57% |
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