Interact to see
Advertisement
Advertisement
JDESX vs VTSMX
JDESX vs VTSMX Comparison
Open Charts JDESX vs VTSMX
JPMorgan US Research Enhanced Equity I
Price$47.14
Change+$0.02 (+0.04%)
VolumeN/A
Net Assets11.34B
Vanguard Total Stock Mkt Idx I
Price$152.61
Change-$0.01 (-0.01%)
VolumeN/A
Net Assets1.91T
JDESX vs VTSMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JDESX vs. VTSMX commentary
Jul 29, 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. JDESX (11.3B). VTSMX pays higher dividends than JDESX: VTSMX (1.12) vs JDESX (0.88). JDESX was incepted earlier than VTSMX: JDESX (24 years) vs VTSMX (33 years). JDESX (0.59) is less costly to investors than VTSMX (0.14). JDESX is a more actively managed with annual turnover of: 39.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than JDESX: VTSMX (3000) vs JDESX (1000000). VTSMX annual gain was more profitable for investors over the last year : 16.38 vs. JDESX (11.44). VTSMX return over 5 years is better than : 90.61 vs. JDESX (74.17).
| JDESX | VTSMX | JDESX / VTSMX | |
| Total Expense Ratio | 0.35 | 0.14 | 250% |
| Annual Report Gross Expense Ratio | 0.59 | 0.14 | 421% |
| Fund Existence | 24 years | 33 years | - |
| Gain YTD | 8.907 | 8.280 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.3B | 1.91T | 1% |
| Annual Yield % from dividends | 0.88 | 1.12 | 79% |
| Returns for 1 year | 11.44 | 16.38 | 70% |
| Returns for 3 years | 51.11 | 52.46 | 97% |
| Returns for 5 years | 74.17 | 90.61 | 82% |
| Returns for 10 years | 114.55 | 198.96 | 58% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers