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JDEUX vs VTSAX
JDEUX vs VTSAX Comparison
Open Charts JDEUX vs VTSAX
JPMorgan US Research Enhanced Equity R6
Price$41.69
Change+$0.27 (+0.65%)
VolumeN/A
Net Assets10.15B
Vanguard Total Stock Mkt Idx Adm
Price$135.36
Change+$1.08 (+0.80%)
VolumeN/A
Net Assets1.81T
JDEUX vs VTSAX Comparison Chart
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JDEUX vs. VTSAX 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 VTSAX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.81T vs. JDEUX (10.2B). VTSAX pays higher dividends than JDEUX: VTSAX (1.35) vs JDEUX (1.08). JDEUX was incepted earlier than VTSAX: JDEUX (22 years) vs VTSAX (24 years). JDEUX (0.34) is less costly to investors than VTSAX (0.04). JDEUX is a more actively managed with annual turnover of: 39.00 vs. VTSAX (2.00). VTSAX has a lower initial minimum investment than JDEUX: VTSAX (3000) vs JDEUX (15000000). VTSAX annual gain was more profitable for investors over the last year : 7.36 vs. JDEUX (3.46). VTSAX return over 5 years is better than : 124.44 vs. JDEUX (105.58).
| JDEUX | VTSAX | JDEUX / VTSAX | |
| Total Expense Ratio | 0.25 | 0.04 | 625% |
| Annual Report Gross Expense Ratio | 0.34 | 0.04 | 850% |
| Fund Existence | 22 years | 24 years | - |
| Gain YTD | -4.340 | -4.756 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.2B | 1.81T | 1% |
| Annual Yield % from dividends | 1.08 | 1.35 | 79% |
| Returns for 1 year | 3.46 | 7.36 | 47% |
| Returns for 3 years | 21.23 | 21.02 | 101% |
| Returns for 5 years | 105.58 | 124.44 | 85% |
| Returns for 10 years | 92.32 | 166.97 | 55% |
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