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JEQIX vs VFIAX
JEQIX vs VFIAX Comparison
Open Charts JEQIX vs VFIAX
Vanguard 500 Index Admiral
Price$542.50
Change-$7.19 (-1.31%)
VolumeN/A
CapitalizationN/A
JEQIX vs VFIAX Comparison Chart
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JEQIX vs. VFIAX commentary
Nov 18, 2024
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 StrongSell.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.28T vs. JEQIX (682M). VFIAX pays higher dividends than JEQIX: VFIAX (1.32) vs JEQIX (0.82). JEQIX was incepted earlier than VFIAX: JEQIX (19 years) vs VFIAX (24 years). JEQIX is a more actively managed with annual turnover of: 32.38 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 : 30.22 vs. JEQIX (17.83). VFIAX return over 5 years is better than : 88.12 vs. JEQIX (38.53).
| JEQIX | VFIAX | JEQIX / VFIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 24 years | - |
| Gain YTD | 14.143 | 23.347 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 682M | 1.28T | 0% |
| Annual Yield % from dividends | 0.82 | 1.32 | 62% |
| Returns for 1 year | 17.83 | 30.22 | 59% |
| Returns for 3 years | 2.44 | 24.93 | 10% |
| Returns for 5 years | 38.53 | 88.12 | 44% |
| Returns for 10 years | 72.94 | 187.71 | 39% |
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