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JEQIX vs VFIAX
JEQIX vs VFIAX Comparison
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JEQIX vs VFIAX Comparison Chart in %
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JEQIX vs. VFIAX commentary
Jun 22, 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 Hold.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.7T vs. JEQIX (680M). VFIAX pays higher dividends than JEQIX: VFIAX (1.02) vs JEQIX (0.92). JEQIX was incepted earlier than VFIAX: JEQIX (20 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 : 25.45 vs. JEQIX (8.33). VFIAX return over 5 years is better than : 80.18 vs. JEQIX (16.14).
| 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 | 26 years | - |
| Gain YTD | 1.464 | 9.838 | 15% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 680M | 1.7T | 0% |
| Annual Yield % from dividends | 0.92 | 1.02 | 91% |
| Returns for 1 year | 8.33 | 25.45 | 33% |
| Returns for 3 years | 18.88 | 70.06 | 27% |
| Returns for 5 years | 16.14 | 80.18 | 20% |
| Returns for 10 years | 105.25 | 261.84 | 40% |
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