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JDEUX vs VSMPX
JDEUX vs VSMPX Comparison
Open Charts JDEUX vs VSMPX
JPMorgan US Research Enhanced Equity R6
Price$46.88
Change-$0.08 (-0.17%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Pls
Price$270.60
Change-$1.05 (-0.39%)
VolumeN/A
CapitalizationN/A
JDEUX vs VSMPX Comparison Chart
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JDEUX vs. VSMPX commentary
Nov 13, 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 JDEUX is a StrongBuy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.73T vs. JDEUX (10.7B). VSMPX pays higher dividends than JDEUX: VSMPX (1.36) vs JDEUX (1.08). JDEUX was incepted earlier than VSMPX: JDEUX (22 years) vs VSMPX (10 years). JDEUX is a more actively managed with annual turnover of: 32.00 vs. VSMPX (2.00). JDEUX has a lower initial minimum investment than VSMPX: JDEUX (15000000) vs VSMPX (100000000). JDEUX (38.34) and VSMPX (36.92) have marching annual gain over last year. VSMPX (90.00) and JDEUX (87.77) have equivalent 5 years return.
| JDEUX | VSMPX | JDEUX / VSMPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 10 years | - |
| Gain YTD | 28.207 | 25.472 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 100000000 | 15% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.7B | 1.73T | 1% |
| Annual Yield % from dividends | 1.08 | 1.36 | 80% |
| Returns for 1 year | 38.34 | 36.92 | 104% |
| Returns for 3 years | 18.83 | 23.40 | 80% |
| Returns for 5 years | 87.77 | 90.00 | 98% |
| Returns for 10 years | 109.22 | N/A | - |