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JDESX vs VTSAX
JDESX vs VTSAX Comparison
Open Charts JDESX vs VTSAX
JPMorgan US Research Enhanced Equity I
Price$39.40
Change+$0.64 (+1.65%)
VolumeN/A
Net Assets9.61B
Vanguard Total Stock Mkt Idx Adm
Price$127.49
Change+$2.22 (+1.77%)
VolumeN/A
Net Assets1.7T
JDESX vs VTSAX Comparison Chart
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JDESX vs. VTSAX commentary
Apr 12, 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: 1.7T vs. JDESX (9.61B). VTSAX pays higher dividends than JDESX: VTSAX (1.35) vs JDESX (0.98). JDESX was incepted earlier than VTSAX: JDESX (24 years) vs VTSAX (24 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 : 0.31 vs. JDESX (-3.49). VTSAX return over 5 years is better than : 85.36 vs. JDESX (69.73).
| 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 | 24 years | - |
| Gain YTD | -10.651 | -11.147 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.61B | 1.7T | 1% |
| Annual Yield % from dividends | 0.98 | 1.35 | 72% |
| Returns for 1 year | -3.49 | 0.31 | -1,124% |
| Returns for 3 years | 17.03 | 17.02 | 100% |
| Returns for 5 years | 69.73 | 85.36 | 82% |
| Returns for 10 years | 75.94 | 145.82 | 52% |
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