Interact to see
Advertisement
Advertisement
JEQIX vs VFINX
JEQIX vs VFINX Comparison
Open Charts JEQIX vs VFINX
Vanguard 500 Index Investor
Price$596.00
Change-$1.60 (-0.27%)
VolumeN/A
Net Assets1.33T
JEQIX vs VFINX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JEQIX vs. VFINX 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 VFINX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.33T vs. JEQIX (697M). JEQIX (1.14) and VFINX (1.09) have matching dividends . JEQIX was incepted earlier than VFINX: JEQIX (20 years) vs VFINX (49 years). JEQIX (0.75) is less costly to investors than VFINX (0.14). JEQIX is a more actively managed with annual turnover of: 20.64 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 : 16.41 vs. JEQIX (2.91). VFINX return over 5 years is better than : 91.33 vs. JEQIX (38.57).
| JEQIX | VFINX | JEQIX / VFINX | |
| Total Expense Ratio | 0.75 | 0.14 | 536% |
| Annual Report Gross Expense Ratio | 0.75 | 0.14 | 536% |
| Fund Existence | 20 years | 49 years | - |
| Gain YTD | 6.424 | 9.815 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 697M | 1.33T | 0% |
| Annual Yield % from dividends | 1.14 | 1.09 | 105% |
| Returns for 1 year | 2.91 | 16.41 | 18% |
| Returns for 3 years | 10.75 | 49.88 | 22% |
| Returns for 5 years | 38.57 | 91.33 | 42% |
| Returns for 10 years | 87.43 | 207.64 | 42% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement