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JEQIX vs VFIAX
JEQIX vs VFIAX Comparison
Open Charts JEQIX vs VFIAX
Vanguard 500 Index Admiral
Price$536.38
Change-$3.60 (-0.67%)
VolumeN/A
Net Assets1.33T
JEQIX vs VFIAX Comparison Chart
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JEQIX vs. VFIAX commentary
May 24, 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: 1.34T vs. JEQIX (665M). VFIAX pays higher dividends than JEQIX: VFIAX (1.36) vs JEQIX (1.21). JEQIX was incepted earlier than VFIAX: JEQIX (19 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 : 10.19 vs. JEQIX (0.95). VFIAX return over 5 years is better than : 96.24 vs. JEQIX (48.56).
| 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 | 19 years | 25 years | - |
| Gain YTD | 0.757 | -1.162 | -65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 665M | 1.34T | 0% |
| Annual Yield % from dividends | 1.21 | 1.36 | 89% |
| Returns for 1 year | 0.95 | 10.19 | 9% |
| Returns for 3 years | 14.13 | 47.27 | 30% |
| Returns for 5 years | 48.56 | 96.24 | 50% |
| Returns for 10 years | 72.17 | 175.96 | 41% |
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