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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
Apr 11, 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 Hold and JEQIX is a Buy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 598B vs. JEQIX (639M). FXAIX pays higher dividends than JEQIX: FXAIX (1.30) vs JEQIX (1.18). 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: 32.38 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 : 7.13 vs. JEQIX (-1.08). FXAIX return over 5 years is better than : 111.09 vs. JEQIX (48.04).
| 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 | -6.913 | -2.777 | 249% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 598B | 639M | 93,584% |
| Annual Yield % from dividends | 1.30 | 1.18 | 110% |
| Returns for 1 year | 7.13 | -1.08 | -659% |
| Returns for 3 years | 29.44 | 3.40 | 866% |
| Returns for 5 years | 111.09 | 48.04 | 231% |
| Returns for 10 years | 185.32 | 66.99 | 277% |
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