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JEQIX vs VFIAX
JEQIX vs VFIAX Comparison
Open Charts JEQIX vs VFIAX
Vanguard 500 Index Admiral
Price$589.89
Change+$2.36 (+0.40%)
VolumeN/A
Net Assets1.49T
JEQIX vs VFIAX Comparison Chart in %
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JEQIX vs. VFIAX commentary
Jul 27, 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: 1.49T vs. JEQIX (697M). 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 : 18.40 vs. JEQIX (4.57). VFIAX return over 5 years is better than : 98.86 vs. JEQIX (44.08).
| 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 | 6.199 | 8.708 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 697M | 1.49T | 0% |
| Annual Yield % from dividends | 1.15 | 1.21 | 95% |
| Returns for 1 year | 4.57 | 18.40 | 25% |
| Returns for 3 years | 19.60 | 63.07 | 31% |
| Returns for 5 years | 44.08 | 98.86 | 45% |
| Returns for 10 years | 87.54 | 205.59 | 43% |
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