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JEQIX vs VFINX
JEQIX vs VFINX Comparison
Open Charts JEQIX vs VFINX
Vanguard 500 Index Investor
Price$550.55
Change+$8.66 (+1.60%)
VolumeN/A
Net Assets1.41T
JEQIX vs VFINX Comparison Chart
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JEQIX vs. VFINX commentary
Mar 03, 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 Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.41T vs. JEQIX (680M). VFINX pays higher dividends than JEQIX: VFINX (1.24) vs JEQIX (0.82). JEQIX was incepted earlier than VFINX: JEQIX (19 years) vs VFINX (49 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 : 16.89 vs. JEQIX (5.52). VFINX return over 5 years is better than : 101.52 vs. JEQIX (47.25).
| JEQIX | VFINX | JEQIX / VFINX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 49 years | - |
| Gain YTD | 3.590 | 1.420 | 253% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 680M | 1.41T | 0% |
| Annual Yield % from dividends | 0.82 | 1.24 | 66% |
| Returns for 1 year | 5.52 | 16.89 | 33% |
| Returns for 3 years | 14.04 | 38.35 | 37% |
| Returns for 5 years | 47.25 | 101.52 | 47% |
| Returns for 10 years | 76.32 | 182.61 | 42% |
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