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BEQAX vs VFINX
BEQAX vs VFINX Comparison
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BEQAX vs VFINX Comparison Chart in %
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BEQAX vs. VFINX commentary
Jul 04, 2026
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 BEQAX is a Hold and VFINX is a Hold.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.7T vs. BEQAX (1.92B). VFINX pays higher dividends than BEQAX: VFINX (0.97) vs BEQAX (0.25). BEQAX was incepted earlier than VFINX: BEQAX (29 years) vs VFINX (50 years). BEQAX (0.90) is less costly to investors than VFINX (0.14). BEQAX is a more actively managed with annual turnover of: 73.00 vs. VFINX (2.00). VFINX has a lower initial minimum investment than BEQAX: VFINX (0) vs BEQAX (2500). VFINX annual gain was more profitable for investors over the last year : 20.22 vs. BEQAX (10.32). VFINX return over 5 years is better than : 72.14 vs. BEQAX (7.51).
| BEQAX | VFINX | BEQAX / VFINX | |
| Total Expense Ratio | 0.90 | 0.14 | 643% |
| Annual Report Gross Expense Ratio | 0.90 | 0.14 | 643% |
| Fund Existence | 29 years | 50 years | - |
| Gain YTD | 8.347 | 9.315 | 90% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.92B | 1.7T | 0% |
| Annual Yield % from dividends | 0.25 | 0.97 | 25% |
| Returns for 1 year | 10.32 | 20.22 | 51% |
| Returns for 3 years | 56.63 | 68.23 | 83% |
| Returns for 5 years | 7.51 | 72.14 | 10% |
| Returns for 10 years | 50.61 | 256.53 | 20% |
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