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JDESX vs VTSAX
JDESX vs VTSAX Comparison
Open Charts JDESX vs VTSAX
JPMorgan US Research Enhanced Equity I
Price$43.91
Change+$0.24 (+0.55%)
VolumeN/A
Net Assets10.63B
Vanguard Total Stock Mkt Idx Adm
Price$142.78
Change+$0.95 (+0.67%)
VolumeN/A
Net Assets1.72T
JDESX vs VTSAX Comparison Chart
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JDESX vs. VTSAX commentary
Jun 04, 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 (10.6B). VTSAX pays higher dividends than JDESX: VTSAX (1.28) vs JDESX (0.93). 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 : 11.99 vs. JDESX (6.50). VTSAX return over 5 years is better than : 85.31 vs. JDESX (69.78).
| 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 | 0.668 | 0.599 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.6B | 1.72T | 1% |
| Annual Yield % from dividends | 0.93 | 1.28 | 73% |
| Returns for 1 year | 6.50 | 11.99 | 54% |
| Returns for 3 years | 40.47 | 41.95 | 96% |
| Returns for 5 years | 69.78 | 85.31 | 82% |
| Returns for 10 years | 96.44 | 178.10 | 54% |
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