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JDESX vs VTSMX
JDESX vs VTSMX Comparison
Open Charts JDESX vs VTSMX
JPMorgan US Research Enhanced Equity I
Price$46.91
Change-$0.04 (-0.09%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$144.10
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
JDESX vs VTSMX Comparison Chart
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JDESX vs. VTSMX commentary
Nov 14, 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 StrongBuy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.73T vs. JDESX (10.7B). 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). JDESX annual gain was more profitable for investors over the last year : 35.54 vs. VTSMX (33.37). VTSMX (87.43) and JDESX (85.15) have equivalent 5 years return.
| 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 | 27.848 | 24.862 | 112% |
| 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 | 1.73T | 1% |
| Annual Yield % from dividends | 1.00 | 1.26 | 79% |
| Returns for 1 year | 35.54 | 33.37 | 106% |
| Returns for 3 years | 18.42 | 22.80 | 81% |
| Returns for 5 years | 85.15 | 87.43 | 97% |
| Returns for 10 years | 106.89 | 193.39 | 55% |