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JDEAX vs VTSMX
JDEAX vs VTSMX Comparison
Open Charts JDEAX vs VTSMX
JPMorgan US Research Enhanced Equity A
Price$46.42
Change+$0.16 (+0.35%)
VolumeN/A
Net Assets11.34B
Vanguard Total Stock Mkt Idx I
Price$152.62
Change+$0.67 (+0.44%)
VolumeN/A
Net Assets1.91T
JDEAX vs VTSMX Comparison Chart in %
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JDEAX vs. VTSMX commentary
Jul 28, 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 JDEAX is a Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. JDEAX (11.3B). VTSMX pays higher dividends than JDEAX: VTSMX (1.12) vs JDEAX (0.70). JDEAX was incepted earlier than VTSMX: JDEAX (24 years) vs VTSMX (33 years). JDEAX (0.84) is less costly to investors than VTSMX (0.14). JDEAX is a more actively managed with annual turnover of: 39.00 vs. VTSMX (2.00). JDEAX has a lower initial minimum investment than VTSMX: JDEAX (1000) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 17.75 vs. JDEAX (12.20). VTSMX return over 5 years is better than : 93.51 vs. JDEAX (74.46).
| JDEAX | VTSMX | JDEAX / VTSMX | |
| Total Expense Ratio | 0.60 | 0.14 | 429% |
| Annual Report Gross Expense Ratio | 0.84 | 0.14 | 600% |
| Fund Existence | 24 years | 33 years | - |
| Gain YTD | 8.711 | 8.287 | 105% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.3B | 1.91T | 1% |
| Annual Yield % from dividends | 0.70 | 1.12 | 62% |
| Returns for 1 year | 12.20 | 17.75 | 69% |
| Returns for 3 years | 58.05 | 60.60 | 96% |
| Returns for 5 years | 74.46 | 93.51 | 80% |
| Returns for 10 years | 109.86 | 200.97 | 55% |
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