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JDEUX vs VTSMX
JDEUX vs VTSMX Comparison
Open Charts JDEUX vs VTSMX
JPMorgan US Research Enhanced Equity R6
Price$40.15
Change+$0.85 (+2.16%)
VolumeN/A
Net Assets9.7B
Vanguard Total Stock Mkt Idx I
Price$130.91
Change+$2.67 (+2.08%)
VolumeN/A
Net Assets1.7T
JDEUX vs VTSMX Comparison Chart
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JDEUX vs. VTSMX commentary
Apr 25, 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: 1.7T vs. JDEUX (9.7B). 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 : 5.27 vs. JDEUX (0.35). VTSMX return over 5 years is better than : 86.77 vs. JDEUX (69.72).
| 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 | -9.237 | -9.023 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.7B | 1.7T | 1% |
| Annual Yield % from dividends | 1.08 | 1.25 | 86% |
| Returns for 1 year | 0.35 | 5.27 | 7% |
| Returns for 3 years | 21.76 | 22.56 | 96% |
| Returns for 5 years | 69.72 | 86.77 | 80% |
| Returns for 10 years | 80.00 | 150.14 | 53% |
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