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JDESX vs VTSMX
JDESX vs VTSMX Comparison
Open Charts JDESX vs VTSMX
JPMorgan US Research Enhanced Equity I
Price$49.38
Change-$0.81 (-1.61%)
VolumeN/A
Net Assets11.56B
Vanguard Total Stock Mkt Idx I
Price$160.55
Change-$2.87 (-1.76%)
VolumeN/A
Net Assets2.05T
JDESX vs VTSMX Comparison Chart in %
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JDESX vs. VTSMX 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 VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.05T vs. JDESX (11.6B). VTSMX pays higher dividends than JDESX: VTSMX (1.02) vs JDESX (0.83). JDESX was incepted earlier than VTSMX: JDESX (24 years) vs VTSMX (34 years). JDESX (0.59) is less costly to investors than VTSMX (0.14). JDESX is a more actively managed with annual turnover of: 28.00 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 : 13.42 vs. JDESX (7.94). VTSMX return over 5 years is better than : 83.98 vs. JDESX (67.48).
| 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 | 34 years | - |
| Gain YTD | 16.230 | 15.972 | 102% |
| 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 | 1.02 | 81% |
| Returns for 1 year | 7.94 | 13.42 | 59% |
| Returns for 3 years | 66.90 | 68.22 | 98% |
| Returns for 5 years | 67.48 | 83.98 | 80% |
| Returns for 10 years | 143.78 | 235.40 | 61% |
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