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JDESX vs VTSAX
JDESX vs VTSAX Comparison
Open Charts JDESX vs VTSAX
JPMorgan US Research Enhanced Equity I
Price$43.44
Change+$0.34 (+0.79%)
VolumeN/A
Net Assets10.67B
Vanguard Total Stock Mkt Idx Adm
Price$140.83
Change+$1.03 (+0.74%)
VolumeN/A
Net Assets1.72T
JDESX vs VTSAX Comparison Chart
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JDESX vs. VTSAX 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 VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.72T vs. JDESX (10.7B). VTSAX pays higher dividends than JDESX: VTSAX (1.36) vs JDESX (0.99). JDESX was incepted earlier than VTSAX: JDESX (24 years) vs VTSAX (25 years). JDESX (0.59) is less costly to investors than VTSAX (0.04). JDESX is a more actively managed with annual turnover of: 39.00 vs. VTSAX (2.00). VTSAX has a lower initial minimum investment than JDESX: VTSAX (3000) vs JDESX (1000000). VTSAX annual gain was more profitable for investors over the last year : 11.42 vs. JDESX (6.34). VTSAX return over 5 years is better than : 101.55 vs. JDESX (83.07).
| JDESX | VTSAX | JDESX / VTSAX | |
| Total Expense Ratio | 0.35 | 0.04 | 875% |
| Annual Report Gross Expense Ratio | 0.59 | 0.04 | 1,475% |
| Fund Existence | 24 years | 25 years | - |
| Gain YTD | -0.646 | -0.841 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.7B | 1.72T | 1% |
| Annual Yield % from dividends | 0.99 | 1.36 | 73% |
| Returns for 1 year | 6.34 | 11.42 | 56% |
| Returns for 3 years | 41.98 | 43.33 | 97% |
| Returns for 5 years | 83.07 | 101.55 | 82% |
| Returns for 10 years | 93.49 | 171.56 | 54% |
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