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JDEAX vs VTSMX
JDEAX vs VTSMX Comparison
Open Charts JDEAX vs VTSMX
JPMorgan US Research Enhanced Equity A
Price$49.31
Change+$0.09 (+0.18%)
VolumeN/A
Net Assets11.69B
Vanguard Total Stock Mkt Idx I
Price$163.76
Change+$0.68 (+0.42%)
VolumeN/A
Net Assets2.05T
JDEAX vs VTSMX Comparison Chart in %
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JDEAX vs. VTSMX commentary
Dec 04, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.05T vs. JDEAX (11.7B). VTSMX pays higher dividends than JDEAX: VTSMX (1.02) vs JDEAX (0.65). JDEAX was incepted earlier than VTSMX: JDEAX (24 years) vs VTSMX (34 years). JDEAX (0.84) is less costly to investors than VTSMX (0.14). JDEAX is a more actively managed with annual turnover of: 28.00 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 : 11.43 vs. JDEAX (6.53). VTSMX return over 5 years is better than : 77.17 vs. JDEAX (61.21).
| 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 | 34 years | - |
| Gain YTD | 15.481 | 15.489 | 100% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.7B | 2.05T | 1% |
| Annual Yield % from dividends | 0.65 | 1.02 | 64% |
| Returns for 1 year | 6.53 | 11.43 | 57% |
| Returns for 3 years | 61.43 | 64.40 | 95% |
| Returns for 5 years | 61.21 | 77.17 | 79% |
| Returns for 10 years | 128.54 | 223.01 | 58% |
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