Ad is loading...
JEQIX vs VFIAX
JEQIX vs VFIAX Comparison
Open Charts JEQIX vs VFIAX
Vanguard 500 Index Admiral
Price$560.65
Change+$2.96 (+0.53%)
VolumeN/A
Net Assets1.35T
JEQIX vs VFIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JEQIX vs. VFIAX commentary
Jan 31, 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 StrongBuy and VFIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.35T vs. JEQIX (679M). 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 : 24.73 vs. JEQIX (8.06). VFIAX return over 5 years is better than : 87.32 vs. JEQIX (34.92).
| 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 | 3.366 | 2.751 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 679M | 1.35T | 0% |
| Annual Yield % from dividends | 0.82 | 1.32 | 62% |
| Returns for 1 year | 8.06 | 24.73 | 33% |
| Returns for 3 years | 9.17 | 33.85 | 27% |
| Returns for 5 years | 34.92 | 87.32 | 40% |
| Returns for 10 years | 82.21 | 199.28 | 41% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| BRSTX | 15.20 | 0.11 | +0.73% |
| MFS Blended Research Small Cap Eq R3 | |||
| MMPCX | 21.06 | 0.12 | +0.57% |
| NYLI WMC Value Class C | |||
| GREIX | 12.07 | N/A | N/A |
| Goldman Sachs Real Estate Securities Ins | |||
| PGOAX | 21.40 | N/A | N/A |
| PGIM Jennison Small Company A | |||
| VFWPX | 123.74 | N/A | N/A |
| Vanguard FTSE All-Wld ex-US Idx Ins Plus | |||