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JEQIX vs VFIAX
JEQIX vs VFIAX Comparison
Open Charts JEQIX vs VFIAX
Vanguard 500 Index Admiral
Price$500.19
Change-$8.72 (-1.71%)
VolumeN/A
CapitalizationN/A
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JEQIX vs VFIAX Comparison Chart
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JEQIX vs. VFIAX commentary
Sep 08, 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 StrongBuy and VFIAX is a Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.24T vs. JEQIX (653M). 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 : 23.25 vs. JEQIX (14.54). VFIAX return over 5 years is better than : 84.65 vs. JEQIX (39.10).
| 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 | 10.659 | 15.697 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 653M | 1.24T | 0% |
| Annual Yield % from dividends | 0.82 | 1.32 | 62% |
| Returns for 1 year | 14.54 | 23.25 | 63% |
| Returns for 3 years | 2.82 | 21.35 | 13% |
| Returns for 5 years | 39.10 | 84.65 | 46% |
| Returns for 10 years | 67.93 | 177.70 | 38% |
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