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JDESX vs VSTSX
JDESX vs VSTSX Comparison
Open Charts JDESX vs VSTSX
JPMorgan US Research Enhanced Equity I
Price$43.44
Change+$0.34 (+0.79%)
VolumeN/A
Net Assets10.67B
Vanguard Total Stock Mkt Idx Instl Sel
Price$277.32
Change+$2.03 (+0.74%)
VolumeN/A
Net Assets1.72T
JDESX vs VSTSX Comparison Chart
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JDESX vs. VSTSX commentary
May 14, 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 VSTSX is a Buy.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.72T vs. JDESX (10.7B). VSTSX pays higher dividends than JDESX: VSTSX (1.38) vs JDESX (0.99). JDESX was incepted earlier than VSTSX: JDESX (24 years) vs VSTSX (9 years). JDESX (0.59) is less costly to investors than VSTSX (0.01). JDESX is a more actively managed with annual turnover of: 39.00 vs. VSTSX (2.00). JDESX has a lower initial minimum investment than VSTSX: JDESX (1000000) vs VSTSX (5000000000). VSTSX annual gain was more profitable for investors over the last year : 11.44 vs. JDESX (6.34). VSTSX return over 5 years is better than : 101.65 vs. JDESX (83.07).
| JDESX | VSTSX | JDESX / VSTSX | |
| Total Expense Ratio | 0.35 | 0.01 | 3,500% |
| Annual Report Gross Expense Ratio | 0.59 | 0.01 | 5,900% |
| Fund Existence | 24 years | 9 years | - |
| Gain YTD | -0.646 | -0.836 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.7B | 1.72T | 1% |
| Annual Yield % from dividends | 0.99 | 1.38 | 72% |
| Returns for 1 year | 6.34 | 11.44 | 55% |
| Returns for 3 years | 41.98 | 43.41 | 97% |
| Returns for 5 years | 83.07 | 101.65 | 82% |
| Returns for 10 years | 93.49 | N/A | - |