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JEQIX vs VFINX
JEQIX vs VFINX Comparison
Open Charts JEQIX vs VFINX
Vanguard 500 Index Investor
Price$486.30
Change-$17.35 (-3.44%)
VolumeN/A
Net Assets1.32T
JEQIX vs VFINX Comparison Chart
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JEQIX vs. VFINX commentary
Apr 11, 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 Hold.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.32T vs. JEQIX (639M). VFINX pays higher dividends than JEQIX: VFINX (1.24) vs JEQIX (1.18). JEQIX was incepted earlier than VFINX: JEQIX (19 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: 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 : 5.77 vs. JEQIX (-1.08). VFINX return over 5 years is better than : 95.65 vs. JEQIX (48.04).
| JEQIX | VFINX | JEQIX / VFINX | |
| Total Expense Ratio | 0.75 | 0.14 | 536% |
| Annual Report Gross Expense Ratio | 0.75 | 0.14 | 536% |
| Fund Existence | 19 years | 49 years | - |
| Gain YTD | -2.777 | -7.207 | 39% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 639M | 1.32T | 0% |
| Annual Yield % from dividends | 1.18 | 1.24 | 95% |
| Returns for 1 year | -1.08 | 5.77 | -19% |
| Returns for 3 years | 3.40 | 23.74 | 14% |
| Returns for 5 years | 48.04 | 95.65 | 50% |
| Returns for 10 years | 66.99 | 161.18 | 42% |
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