Interact to see
Advertisement
Advertisement
JDESX vs VTSMX
JDESX vs VTSMX Comparison
Open Charts JDESX vs VTSMX
JPMorgan US Research Enhanced Equity I
Price$47.48
Change+$0.58 (+1.24%)
VolumeN/A
Net Assets11.23B
Vanguard Total Stock Mkt Idx I
Price$153.86
Change+$1.92 (+1.26%)
VolumeN/A
Net Assets1.91T
JDESX vs VTSMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JDESX vs. VTSMX commentary
Aug 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 StrongBuy and VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. JDESX (11.2B). VTSMX pays higher dividends than JDESX: VTSMX (1.09) vs JDESX (0.86). 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 : 18.96 vs. JDESX (12.86). VTSMX return over 5 years is better than : 83.27 vs. JDESX (66.86).
| 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 | 8.352 | 7.805 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.2B | 1.91T | 1% |
| Annual Yield % from dividends | 0.86 | 1.09 | 79% |
| Returns for 1 year | 12.86 | 18.96 | 68% |
| Returns for 3 years | 44.69 | 45.64 | 98% |
| Returns for 5 years | 66.86 | 83.27 | 80% |
| Returns for 10 years | 116.04 | 199.40 | 58% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement