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JDEUX vs VTSMX
JDEUX vs VTSMX Comparison
Open Charts JDEUX vs VTSMX
JPMorgan US Research Enhanced Equity R6
Price$43.52
Change-$1.30 (-2.90%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$141.24
Change-$4.58 (-3.14%)
VolumeN/A
CapitalizationN/A
JDEUX vs VTSMX Comparison Chart
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JDEUX vs. VTSMX commentary
Dec 19, 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 Buy and VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. JDEUX (10.6B). 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). JDEUX (23.14) and VTSMX (22.04) have marching annual gain over last year. VTSMX return over 5 years is better than : 77.48 vs. JDEUX (72.52).
| 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 | 22.365 | 22.383 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.6B | 1.84T | 1% |
| Annual Yield % from dividends | 1.08 | 1.26 | 86% |
| Returns for 1 year | 23.14 | 22.04 | 105% |
| Returns for 3 years | 28.86 | 23.86 | 121% |
| Returns for 5 years | 72.52 | 77.48 | 94% |
| Returns for 10 years | 109.03 | 182.87 | 60% |