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JEQIX vs VFINX
JEQIX vs VFINX Comparison
Open Charts JEQIX vs VFINX
Vanguard 500 Index Investor
Price$560.68
Change+$2.95 (+0.53%)
VolumeN/A
Net Assets1.35T
JEQIX vs VFINX Comparison Chart
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JEQIX vs. VFINX 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 VFINX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.35T vs. JEQIX (679M). VFINX pays higher dividends than JEQIX: VFINX (1.24) vs JEQIX (0.82). JEQIX was incepted earlier than VFINX: JEQIX (19 years) vs VFINX (48 years). JEQIX is a more actively managed with annual turnover of: 32.38 vs. VFINX (2.00). VFINX has a lower initial minimum investment than JEQIX: VFINX (0) vs JEQIX (1000000). VFINX annual gain was more profitable for investors over the last year : 24.72 vs. JEQIX (8.06). VFINX return over 5 years is better than : 87.33 vs. JEQIX (34.92).
| JEQIX | VFINX | JEQIX / VFINX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 48 years | - |
| Gain YTD | 3.366 | 2.743 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 679M | 1.35T | 0% |
| Annual Yield % from dividends | 0.82 | 1.24 | 66% |
| Returns for 1 year | 8.06 | 24.72 | 33% |
| Returns for 3 years | 9.17 | 33.85 | 27% |
| Returns for 5 years | 34.92 | 87.33 | 40% |
| Returns for 10 years | 82.21 | 199.31 | 41% |
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