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JDESX vs VTSMX
JDESX vs VTSMX Comparison
Open Charts JDESX vs VTSMX
JPMorgan US Research Enhanced Equity I
Price$44.61
Change+$0.46 (+1.04%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$144.64
Change+$1.55 (+1.08%)
VolumeN/A
CapitalizationN/A
JDESX vs VTSMX Comparison Chart
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JDESX vs. VTSMX commentary
Dec 25, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. JDESX (10.4B). VTSMX pays higher dividends than JDESX: VTSMX (1.26) vs JDESX (1.00). JDESX was incepted earlier than VTSMX: JDESX (23 years) vs VTSMX (33 years). JDESX is a more actively managed with annual turnover of: 32.00 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 : 25.71 vs. JDESX (22.30). VTSMX return over 5 years is better than : 81.67 vs. JDESX (69.40).
| JDESX | VTSMX | JDESX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 33 years | - |
| Gain YTD | 21.838 | 25.355 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.4B | 1.84T | 1% |
| Annual Yield % from dividends | 1.00 | 1.26 | 79% |
| Returns for 1 year | 22.30 | 25.71 | 87% |
| Returns for 3 years | 25.33 | 24.27 | 104% |
| Returns for 5 years | 69.40 | 81.67 | 85% |
| Returns for 10 years | 105.20 | 186.91 | 56% |
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