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FXAIX vs JEQIX
FXAIX vs JEQIX Comparison
Open Charts FXAIX vs JEQIX
FXAIX vs JEQIX Comparison Chart
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FXAIX vs. JEQIX commentary
May 24, 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 FXAIX is a Buy and JEQIX is a Buy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 594B vs. JEQIX (665M). FXAIX pays higher dividends than JEQIX: FXAIX (1.34) vs JEQIX (1.21). FXAIX was incepted earlier than JEQIX: FXAIX (14 years) vs JEQIX (19 years). JEQIX (0.75) is less costly to investors than FXAIX (0.01). JEQIX is a more actively managed with annual turnover of: 20.64 vs. FXAIX (2.00). FXAIX has a lower initial minimum investment than JEQIX: FXAIX (0) vs JEQIX (1000000). FXAIX annual gain was more profitable for investors over the last year : 12.36 vs. JEQIX (0.95). FXAIX return over 5 years is better than : 113.16 vs. JEQIX (48.56).
| FXAIX | JEQIX | FXAIX / JEQIX | |
| Total Expense Ratio | 0.01 | 0.75 | 2% |
| Annual Report Gross Expense Ratio | 0.01 | 0.75 | 2% |
| Fund Existence | 14 years | 19 years | - |
| Gain YTD | -0.178 | 0.757 | -23% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 594B | 665M | 89,323% |
| Annual Yield % from dividends | 1.34 | 1.21 | 110% |
| Returns for 1 year | 12.36 | 0.95 | 1,304% |
| Returns for 3 years | 55.10 | 14.13 | 390% |
| Returns for 5 years | 113.16 | 48.56 | 233% |
| Returns for 10 years | 203.50 | 72.17 | 282% |
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