Ad is loading...
JDESX vs VTSMX
JDESX vs VTSMX Comparison
Open Charts JDESX vs VTSMX
JPMorgan US Research Enhanced Equity I
Price$43.44
Change+$0.34 (+0.79%)
VolumeN/A
Net Assets10.67B
Vanguard Total Stock Mkt Idx I
Price$140.79
Change+$1.03 (+0.74%)
VolumeN/A
Net Assets1.72T
JDESX vs VTSMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JDESX vs. VTSMX 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. JDESX (10.7B). VTSMX pays higher dividends than JDESX: VTSMX (1.26) vs JDESX (0.99). JDESX was incepted earlier than VTSMX: JDESX (24 years) vs VTSMX (33 years). JDESX (0.59) is less costly to investors than VTSMX (0.14). JDESX is a more actively managed with annual turnover of: 39.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than JDESX: VTSMX (3000) vs JDESX (1000000). VTSMX annual gain was more profitable for investors over the last year : 11.42 vs. JDESX (6.34). VTSMX return over 5 years is better than : 101.50 vs. JDESX (83.07).
| JDESX | VTSMX | JDESX / VTSMX | |
| Total Expense Ratio | 0.35 | 0.14 | 250% |
| Annual Report Gross Expense Ratio | 0.59 | 0.14 | 421% |
| Fund Existence | 24 years | 33 years | - |
| Gain YTD | -0.646 | -0.851 | 76% |
| 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 | 1.26 | 79% |
| Returns for 1 year | 6.34 | 11.42 | 56% |
| Returns for 3 years | 41.98 | 43.31 | 97% |
| Returns for 5 years | 83.07 | 101.50 | 82% |
| Returns for 10 years | 93.49 | 170.93 | 55% |