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JDESX vs VTSAX
JDESX vs VTSAX Comparison
Open Charts JDESX vs VTSAX
JPMorgan US Research Enhanced Equity I
Price$49.38
Change-$0.81 (-1.61%)
VolumeN/A
Net Assets11.56B
Vanguard Total Stock Mkt Idx Adm
Price$160.60
Change-$2.86 (-1.75%)
VolumeN/A
Net Assets2.05T
JDESX vs VTSAX Comparison Chart in %
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JDESX vs. VTSAX commentary
Nov 14, 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 JDESX is a Buy and VTSAX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 2.05T vs. JDESX (11.6B). VTSAX pays higher dividends than JDESX: VTSAX (1.11) vs JDESX (0.83). JDESX was incepted earlier than VTSAX: JDESX (24 years) vs VTSAX (25 years). JDESX (0.59) is less costly to investors than VTSAX (0.04). JDESX is a more actively managed with annual turnover of: 28.00 vs. VTSAX (2.00). VTSAX has a lower initial minimum investment than JDESX: VTSAX (3000) vs JDESX (1000000). VTSAX annual gain was more profitable for investors over the last year : 11.52 vs. JDESX (6.28). VTSAX return over 5 years is better than : 80.80 vs. JDESX (64.78).
| JDESX | VTSAX | JDESX / VTSAX | |
| Total Expense Ratio | 0.35 | 0.04 | 875% |
| Annual Report Gross Expense Ratio | 0.59 | 0.04 | 1,475% |
| Fund Existence | 24 years | 25 years | - |
| Gain YTD | 14.354 | 13.952 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.6B | 2.05T | 1% |
| Annual Yield % from dividends | 0.83 | 1.11 | 74% |
| Returns for 1 year | 6.28 | 11.52 | 55% |
| Returns for 3 years | 65.65 | 66.89 | 98% |
| Returns for 5 years | 64.78 | 80.80 | 80% |
| Returns for 10 years | 136.42 | 225.71 | 60% |
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