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JDEUX vs VTSMX
JDEUX vs VTSMX Comparison
Open Charts JDEUX vs VTSMX
JPMorgan US Research Enhanced Equity R6
Price$45.11
Change+$0.24 (+0.53%)
VolumeN/A
Net Assets10.88B
Vanguard Total Stock Mkt Idx I
Price$146.91
Change+$1.27 (+0.87%)
VolumeN/A
Net Assets1.82T
JDEUX vs VTSMX Comparison Chart in %
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JDEUX vs. VTSMX commentary
Jun 27, 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. JDEUX (10.9B). VTSMX pays higher dividends than JDEUX: VTSMX (1.18) vs JDEUX (1.03). JDEUX was incepted earlier than VTSMX: JDEUX (22 years) vs VTSMX (33 years). JDEUX (0.34) is less costly to investors than VTSMX (0.14). JDEUX is a more actively managed with annual turnover of: 39.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than JDEUX: VTSMX (3000) vs JDEUX (15000000). VTSMX annual gain was more profitable for investors over the last year : 11.43 vs. JDEUX (5.52). VTSMX return over 5 years is better than : 97.67 vs. JDEUX (80.52).
| JDEUX | VTSMX | JDEUX / VTSMX | |
| Total Expense Ratio | 0.25 | 0.14 | 179% |
| Annual Report Gross Expense Ratio | 0.34 | 0.14 | 243% |
| Fund Existence | 22 years | 33 years | - |
| Gain YTD | 3.627 | 3.321 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.9B | 1.82T | 1% |
| Annual Yield % from dividends | 1.03 | 1.18 | 87% |
| Returns for 1 year | 5.52 | 11.43 | 48% |
| Returns for 3 years | 52.50 | 54.19 | 97% |
| Returns for 5 years | 80.52 | 97.67 | 82% |
| Returns for 10 years | 107.47 | 190.87 | 56% |