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JDEUX vs VSMPX
JDEUX vs VSMPX Comparison
Open Charts JDEUX vs VSMPX
JPMorgan US Research Enhanced Equity R6
Price$41.69
Change+$0.27 (+0.65%)
VolumeN/A
Net Assets10.15B
Vanguard Total Stock Mkt Idx Instl Pls
Price$253.95
Change+$2.02 (+0.80%)
VolumeN/A
Net Assets1.81T
JDEUX vs VSMPX Comparison Chart
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JDEUX vs. VSMPX commentary
Apr 03, 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 JDEUX is a Buy and VSMPX is a Hold.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.81T vs. JDEUX (10.2B). VSMPX pays higher dividends than JDEUX: VSMPX (1.37) vs JDEUX (1.08). JDEUX was incepted earlier than VSMPX: JDEUX (22 years) vs VSMPX (10 years). JDEUX (0.34) is less costly to investors than VSMPX (0.02). JDEUX is a more actively managed with annual turnover of: 39.00 vs. VSMPX (2.00). JDEUX has a lower initial minimum investment than VSMPX: JDEUX (15000000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 7.37 vs. JDEUX (3.46). VSMPX return over 5 years is better than : 124.51 vs. JDEUX (105.58).
| JDEUX | VSMPX | JDEUX / VSMPX | |
| Total Expense Ratio | 0.25 | 0.02 | 1,250% |
| Annual Report Gross Expense Ratio | 0.34 | 0.02 | 1,700% |
| Fund Existence | 22 years | 10 years | - |
| Gain YTD | -4.340 | -4.751 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 100000000 | 15% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.2B | 1.81T | 1% |
| Annual Yield % from dividends | 1.08 | 1.37 | 79% |
| Returns for 1 year | 3.46 | 7.37 | 47% |
| Returns for 3 years | 21.23 | 21.06 | 101% |
| Returns for 5 years | 105.58 | 124.51 | 85% |
| Returns for 10 years | 92.32 | N/A | - |