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JDESX vs VTSMX
JDESX vs VTSMX Comparison
Open Charts JDESX vs VTSMX
JPMorgan US Research Enhanced Equity I
Price$44.31
Change-$0.77 (-1.71%)
VolumeN/A
Net Assets10.51B
Vanguard Total Stock Mkt Idx I
Price$143.99
Change-$2.73 (-1.86%)
VolumeN/A
Net Assets1.84T
JDESX vs VTSMX Comparison Chart
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JDESX vs. VTSMX commentary
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. JDESX (10.5B). 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 : 19.83 vs. JDESX (12.95). VTSMX return over 5 years is better than : 78.15 vs. JDESX (61.58).
| 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 | 1.932 | 4.057 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.5B | 1.84T | 1% |
| Annual Yield % from dividends | 1.00 | 1.26 | 79% |
| Returns for 1 year | 12.95 | 19.83 | 65% |
| Returns for 3 years | 35.63 | 39.38 | 90% |
| Returns for 5 years | 61.58 | 78.15 | 79% |
| Returns for 10 years | 98.43 | 185.46 | 53% |
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