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JDEUX vs VTSMX
JDEUX vs VTSMX Comparison
Open Charts JDEUX vs VTSMX
JPMorgan US Research Enhanced Equity R6
Price$41.69
Change+$0.27 (+0.65%)
VolumeN/A
Net Assets10.15B
Vanguard Total Stock Mkt Idx I
Price$135.34
Change+$1.08 (+0.80%)
VolumeN/A
Net Assets1.81T
JDEUX vs VTSMX Comparison Chart
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JDEUX vs. VTSMX 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 VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.81T vs. JDEUX (10.2B). VTSMX pays higher dividends than JDEUX: VTSMX (1.25) vs JDEUX (1.08). 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 : 7.35 vs. JDEUX (3.46). VTSMX return over 5 years is better than : 124.42 vs. JDEUX (105.58).
| 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 | -4.340 | -4.752 | 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 | 1.25 | 86% |
| Returns for 1 year | 3.46 | 7.35 | 47% |
| Returns for 3 years | 21.23 | 21.00 | 101% |
| Returns for 5 years | 105.58 | 124.42 | 85% |
| Returns for 10 years | 92.32 | 166.40 | 55% |
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