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JEQIX vs VFIAX
JEQIX vs VFIAX Comparison
Open Charts JEQIX vs VFIAX
Vanguard 500 Index Admiral
Price$579.57
Change+$4.88 (+0.85%)
VolumeN/A
Net Assets1.43T
JEQIX vs VFIAX Comparison Chart in %
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JEQIX vs. VFIAX 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 JEQIX is a Buy and VFIAX is a Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.43T vs. JEQIX (692M). VFIAX pays higher dividends than JEQIX: VFIAX (1.21) vs JEQIX (1.15). JEQIX was incepted earlier than VFIAX: JEQIX (20 years) vs VFIAX (25 years). JEQIX (0.75) is less costly to investors than VFIAX (0.04). JEQIX is a more actively managed with annual turnover of: 20.64 vs. VFIAX (2.00). VFIAX has a lower initial minimum investment than JEQIX: VFIAX (3000) vs JEQIX (1000000). VFIAX annual gain was more profitable for investors over the last year : 13.50 vs. JEQIX (4.78). VFIAX return over 5 years is better than : 100.86 vs. JEQIX (47.92).
| JEQIX | VFIAX | JEQIX / VFIAX | |
| Total Expense Ratio | 0.75 | 0.04 | 1,875% |
| Annual Report Gross Expense Ratio | 0.75 | 0.04 | 1,875% |
| Fund Existence | 20 years | 25 years | - |
| Gain YTD | 5.133 | 6.806 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 692M | 1.43T | 0% |
| Annual Yield % from dividends | 1.15 | 1.21 | 95% |
| Returns for 1 year | 4.78 | 13.50 | 35% |
| Returns for 3 years | 22.10 | 64.35 | 34% |
| Returns for 5 years | 47.92 | 100.86 | 48% |
| Returns for 10 years | 85.57 | 204.00 | 42% |
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