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JEQIX vs VFIAX
JEQIX vs VFIAX Comparison
Open Charts JEQIX vs VFIAX
Vanguard 500 Index Admiral
Price$595.96
Change-$1.60 (-0.27%)
VolumeN/A
Net Assets1.33T
JEQIX vs VFIAX Comparison Chart in %
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JEQIX vs. VFIAX commentary
Aug 17, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.33T vs. JEQIX (697M). VFIAX (1.18) and JEQIX (1.14) have matching dividends . 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 : 16.41 vs. JEQIX (2.91). VFIAX return over 5 years is better than : 91.33 vs. JEQIX (38.57).
| 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 | 6.424 | 9.826 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 697M | 1.33T | 0% |
| Annual Yield % from dividends | 1.14 | 1.18 | 96% |
| Returns for 1 year | 2.91 | 16.41 | 18% |
| Returns for 3 years | 10.75 | 49.89 | 22% |
| Returns for 5 years | 38.57 | 91.33 | 42% |
| Returns for 10 years | 87.43 | 207.61 | 42% |
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