Interact to see
Advertisement
Advertisement
JDESX vs VTSMX
JDESX vs VTSMX Comparison
Open Charts JDESX vs VTSMX
JPMorgan US Research Enhanced Equity I
Price$43.91
Change+$0.24 (+0.55%)
VolumeN/A
Net Assets10.63B
Vanguard Total Stock Mkt Idx I
Price$142.73
Change+$0.95 (+0.67%)
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
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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. JDESX (10.6B). VTSMX pays higher dividends than JDESX: VTSMX (1.18) vs JDESX (0.93). 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 : 11.97 vs. JDESX (6.50). VTSMX return over 5 years is better than : 85.27 vs. JDESX (69.78).
| 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 | 0.668 | 0.582 | 115% |
| 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 | 1.18 | 79% |
| Returns for 1 year | 6.50 | 11.97 | 54% |
| Returns for 3 years | 40.47 | 41.91 | 97% |
| Returns for 5 years | 69.78 | 85.27 | 82% |
| Returns for 10 years | 96.44 | 177.44 | 54% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers