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JEQIX vs VFINX
JEQIX vs VFINX Comparison
Open Charts JEQIX vs VFINX
Vanguard 500 Index Investor
Price$579.67
Change+$4.88 (+0.85%)
VolumeN/A
Net Assets1.43T
JEQIX vs VFINX Comparison Chart in %
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JEQIX vs. VFINX commentary
Jul 06, 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 Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.43T vs. JEQIX (692M). JEQIX (1.15) and VFINX (1.12) 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 : 13.50 vs. JEQIX (4.78). VFINX return over 5 years is better than : 100.85 vs. JEQIX (47.92).
| 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 | 5.133 | 6.806 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 692M | 1.43T | 0% |
| Annual Yield % from dividends | 1.15 | 1.12 | 103% |
| Returns for 1 year | 4.78 | 13.50 | 35% |
| Returns for 3 years | 22.10 | 64.34 | 34% |
| Returns for 5 years | 47.92 | 100.85 | 48% |
| Returns for 10 years | 85.57 | 204.03 | 42% |
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