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JEQIX vs VFIAX
JEQIX vs VFIAX Comparison
Open Charts JEQIX vs VFIAX
Vanguard 500 Index Admiral
Price$486.22
Change-$17.34 (-3.44%)
VolumeN/A
Net Assets1.32T
JEQIX vs VFIAX Comparison Chart
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JEQIX vs. VFIAX commentary
Apr 11, 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 Hold.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.32T vs. JEQIX (639M). VFIAX pays higher dividends than JEQIX: VFIAX (1.35) vs JEQIX (1.18). JEQIX was incepted earlier than VFIAX: JEQIX (19 years) vs VFIAX (24 years). JEQIX (0.75) is less costly to investors than VFIAX (0.04). 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 : 5.77 vs. JEQIX (-1.08). VFIAX return over 5 years is better than : 95.64 vs. JEQIX (48.04).
| 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 | 24 years | - |
| Gain YTD | -2.777 | -7.209 | 39% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 639M | 1.32T | 0% |
| Annual Yield % from dividends | 1.18 | 1.35 | 88% |
| Returns for 1 year | -1.08 | 5.77 | -19% |
| Returns for 3 years | 3.40 | 23.74 | 14% |
| Returns for 5 years | 48.04 | 95.64 | 50% |
| Returns for 10 years | 66.99 | 161.16 | 42% |
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