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JDESX vs VTSAX
JDESX vs VTSAX Comparison
Open Charts JDESX vs VTSAX
JPMorgan US Research Enhanced Equity I
Price$44.31
Change-$0.77 (-1.71%)
VolumeN/A
Net Assets10.51B
Vanguard Total Stock Mkt Idx Adm
Price$144.03
Change-$2.73 (-1.86%)
VolumeN/A
Net Assets1.84T
JDESX vs VTSAX Comparison Chart
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JDESX vs. VTSAX commentary
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.84T vs. JDESX (10.5B). VTSAX pays higher dividends than JDESX: VTSAX (1.35) vs JDESX (1.00). JDESX was incepted earlier than VTSAX: JDESX (23 years) vs VTSAX (24 years). JDESX is a more actively managed with annual turnover of: 32.00 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 : 17.60 vs. JDESX (12.95). VTSAX return over 5 years is better than : 74.84 vs. JDESX (61.58).
| JDESX | VTSAX | JDESX / VTSAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 24 years | - |
| Gain YTD | 1.932 | 2.127 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.5B | 1.84T | 1% |
| Annual Yield % from dividends | 1.00 | 1.35 | 74% |
| Returns for 1 year | 12.95 | 17.60 | 74% |
| Returns for 3 years | 35.63 | 36.79 | 97% |
| Returns for 5 years | 61.58 | 74.84 | 82% |
| Returns for 10 years | 98.43 | 180.79 | 54% |
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