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JEQIX vs VFINX
JEQIX vs VFINX Comparison
Open Charts JEQIX vs VFINX
Vanguard 500 Index Investor
Price$552.95
Change-$6.23 (-1.11%)
VolumeN/A
Net Assets1.43T
JEQIX vs VFINX Comparison Chart
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JEQIX vs. VFINX commentary
Jun 15, 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 (675M). VFINX (1.18) and JEQIX (1.17) have matching dividends . 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: 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 : 10.04 vs. JEQIX (2.92). VFINX return over 5 years is better than : 96.36 vs. JEQIX (45.80).
| 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 | 2.216 | 1.876 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 675M | 1.43T | 0% |
| Annual Yield % from dividends | 1.17 | 1.18 | 99% |
| Returns for 1 year | 2.92 | 10.04 | 29% |
| Returns for 3 years | 21.72 | 60.00 | 36% |
| Returns for 5 years | 45.80 | 96.36 | 48% |
| Returns for 10 years | 75.72 | 185.21 | 41% |
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