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FXAIX vs JEQIX
FXAIX vs JEQIX Comparison
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FXAIX vs JEQIX Comparison Chart in %
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FXAIX vs. JEQIX commentary
Jul 06, 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: 666B vs. JEQIX (692M). FXAIX (1.20) and JEQIX (1.15) have matching dividends . FXAIX was incepted earlier than JEQIX: FXAIX (14 years) vs JEQIX (20 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 : 14.92 vs. JEQIX (4.78). FXAIX return over 5 years is better than : 116.25 vs. JEQIX (47.92).
| 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 | 20 years | - |
| Gain YTD | 7.467 | 5.133 | 145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 666B | 692M | 96,243% |
| Annual Yield % from dividends | 1.20 | 1.15 | 104% |
| Returns for 1 year | 14.92 | 4.78 | 312% |
| Returns for 3 years | 71.72 | 22.10 | 324% |
| Returns for 5 years | 116.25 | 47.92 | 243% |
| Returns for 10 years | 233.53 | 85.57 | 273% |