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JDEUX vs VTSMX
JDEUX vs VTSMX Comparison
Open Charts JDEUX vs VTSMX
JPMorgan US Research Enhanced Equity R6
Price$46.28
Change+$0.37 (+0.81%)
VolumeN/A
Net Assets11.18B
Vanguard Total Stock Mkt Idx I
Price$149.99
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
JDEUX vs VTSMX Comparison Chart in %
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JDEUX vs. VTSMX commentary
Jul 07, 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 JDEUX is a Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. JDEUX (11.2B). VTSMX pays higher dividends than JDEUX: VTSMX (1.12) vs JDEUX (0.97). JDEUX was incepted earlier than VTSMX: JDEUX (22 years) vs VTSMX (33 years). JDEUX (0.34) is less costly to investors than VTSMX (0.14). JDEUX is a more actively managed with annual turnover of: 39.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than JDEUX: VTSMX (3000) vs JDEUX (15000000). VTSMX annual gain was more profitable for investors over the last year : 13.89 vs. JDEUX (8.10). VTSMX return over 5 years is better than : 95.59 vs. JDEUX (79.35).
| JDEUX | VTSMX | JDEUX / VTSMX | |
| Total Expense Ratio | 0.25 | 0.14 | 179% |
| Annual Report Gross Expense Ratio | 0.34 | 0.14 | 243% |
| Fund Existence | 22 years | 33 years | - |
| Gain YTD | 7.145 | 6.421 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.2B | 1.82T | 1% |
| Annual Yield % from dividends | 0.97 | 1.12 | 87% |
| Returns for 1 year | 8.10 | 13.89 | 58% |
| Returns for 3 years | 61.42 | 62.08 | 99% |
| Returns for 5 years | 79.35 | 95.59 | 83% |
| Returns for 10 years | 112.92 | 198.05 | 57% |
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