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JDESX vs VSMPX
JDESX vs VSMPX Comparison
Open Charts JDESX vs VSMPX
JPMorgan US Research Enhanced Equity I
Price$44.61
Change+$0.46 (+1.04%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Pls
Price$271.40
Change+$2.92 (+1.09%)
VolumeN/A
CapitalizationN/A
JDESX vs VSMPX Comparison Chart
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JDESX vs. VSMPX commentary
Dec 25, 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 JDESX is a Buy and VSMPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.84T vs. JDESX (10.4B). VSMPX pays higher dividends than JDESX: VSMPX (1.36) vs JDESX (1.00). JDESX was incepted earlier than VSMPX: JDESX (23 years) vs VSMPX (10 years). JDESX is a more actively managed with annual turnover of: 32.00 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 : 24.76 vs. JDESX (22.30). VSMPX return over 5 years is better than : 81.16 vs. JDESX (69.40).
| JDESX | VSMPX | JDESX / VSMPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 10 years | - |
| Gain YTD | 21.838 | 24.407 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.4B | 1.84T | 1% |
| Annual Yield % from dividends | 1.00 | 1.36 | 73% |
| Returns for 1 year | 22.30 | 24.76 | 90% |
| Returns for 3 years | 25.33 | 23.35 | 108% |
| Returns for 5 years | 69.40 | 81.16 | 86% |
| Returns for 10 years | 105.20 | N/A | - |