Interact to see
Advertisement
Advertisement
JEQIX vs VFIAX
JEQIX vs VFIAX Comparison
Open Charts JEQIX vs VFIAX
JEQIX vs VFIAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JEQIX vs. VFIAX commentary
Sep 12, 2026
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 Hold and VFIAX is a Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.76T vs. JEQIX (667M). VFIAX pays higher dividends than JEQIX: VFIAX (1.03) vs JEQIX (0.88). JEQIX was incepted earlier than VFIAX: JEQIX (21 years) vs VFIAX (26 years). JEQIX (0.75) is less costly to investors than VFIAX (0.04). JEQIX is a more actively managed with annual turnover of: 21.15 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 : 15.25 vs. JEQIX (4.44). VFIAX return over 5 years is better than : 70.39 vs. JEQIX (12.77).
| 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 | 21 years | 26 years | - |
| Gain YTD | 4.469 | 11.115 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 667M | 1.76T | 0% |
| Annual Yield % from dividends | 0.88 | 1.03 | 85% |
| Returns for 1 year | 4.44 | 15.25 | 29% |
| Returns for 3 years | 23.87 | 70.26 | 34% |
| Returns for 5 years | 12.77 | 70.39 | 18% |
| Returns for 10 years | 103.33 | 258.35 | 40% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| GQSIX | 19.45 | 0.11 | +0.57% |
| Glenmede Disciplined U.S. Sm Cp Eq Instl | |||
| ITHSX | 60.23 | N/A | N/A |
| Hartford Capital Appreciation R4 | |||
| SEQFX | 17.56 | N/A | N/A |
| SEI Emerging Markets Equity Y (SIT) | |||
| JRSNX | 12.85 | N/A | N/A |
| JH Adaptive Risk Mgd U.S. Eq N | |||
| SSILX | 16.91 | N/A | N/A |
| State Street International Stock Sel A | |||