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JDEUX vs VTSMX
JDEUX vs VTSMX Comparison
Open Charts JDEUX vs VTSMX
JPMorgan US Research Enhanced Equity R6
Price$44.24
Change-$0.77 (-1.71%)
VolumeN/A
Net Assets10.51B
Vanguard Total Stock Mkt Idx I
Price$143.99
Change-$2.73 (-1.86%)
VolumeN/A
Net Assets1.84T
JDEUX vs VTSMX Comparison Chart
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JDEUX vs. VTSMX commentary
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. JDEUX (10.5B). VTSMX pays higher dividends than JDEUX: VTSMX (1.26) vs JDEUX (1.08). JDEUX was incepted earlier than VTSMX: JDEUX (22 years) vs VTSMX (33 years). JDEUX is a more actively managed with annual turnover of: 32.00 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 : 17.60 vs. JDEUX (13.05). VTSMX return over 5 years is better than : 74.84 vs. JDEUX (62.15).
| JDEUX | VTSMX | JDEUX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 33 years | - |
| Gain YTD | 1.935 | 2.121 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.5B | 1.84T | 1% |
| Annual Yield % from dividends | 1.08 | 1.26 | 86% |
| Returns for 1 year | 13.05 | 17.60 | 74% |
| Returns for 3 years | 35.88 | 36.78 | 98% |
| Returns for 5 years | 62.15 | 74.84 | 83% |
| Returns for 10 years | 100.18 | 180.15 | 56% |
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