Ad is loading...
JDESX vs VTSMX
JDESX vs VTSMX Comparison
Open Charts JDESX vs VTSMX
JPMorgan US Research Enhanced Equity I
Price$39.40
Change+$0.64 (+1.65%)
VolumeN/A
Net Assets9.61B
Vanguard Total Stock Mkt Idx I
Price$127.47
Change+$2.22 (+1.77%)
VolumeN/A
Net Assets1.7T
JDESX vs VTSMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JDESX vs. VTSMX 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.7T vs. JDESX (9.61B). VTSMX pays higher dividends than JDESX: VTSMX (1.25) vs JDESX (0.98). 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 : 0.30 vs. JDESX (-3.49). VTSMX return over 5 years is better than : 85.34 vs. JDESX (69.73).
| 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 | -10.651 | -11.144 | 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 | 1.25 | 78% |
| Returns for 1 year | -3.49 | 0.30 | -1,152% |
| Returns for 3 years | 17.03 | 17.00 | 100% |
| Returns for 5 years | 69.73 | 85.34 | 82% |
| Returns for 10 years | 75.94 | 145.28 | 52% |
View a ticker or compare two or three
VS
VS
Ad is loading...