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JEQIX vs VFINX
JEQIX vs VFINX Comparison
Open Charts JEQIX vs VFINX
JEQIX vs VFINX Comparison Chart in %
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JEQIX vs. VFINX commentary
Aug 03, 2026
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 Hold and VFINX is a Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.67T vs. JEQIX (690M). VFINX pays higher dividends than JEQIX: VFINX (0.97) vs JEQIX (0.89). JEQIX was incepted earlier than VFINX: JEQIX (21 years) vs VFINX (50 years). JEQIX (0.75) is less costly to investors than VFINX (0.14). JEQIX is a more actively managed with annual turnover of: 21.15 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 : 18.18 vs. JEQIX (9.66). VFINX return over 5 years is better than : 70.57 vs. JEQIX (14.55).
| JEQIX | VFINX | JEQIX / VFINX | |
| Total Expense Ratio | 0.75 | 0.14 | 536% |
| Annual Report Gross Expense Ratio | 0.75 | 0.14 | 536% |
| Fund Existence | 21 years | 50 years | - |
| Gain YTD | 6.090 | 9.459 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 690M | 1.67T | 0% |
| Annual Yield % from dividends | 0.89 | 0.97 | 92% |
| Returns for 1 year | 9.66 | 18.18 | 53% |
| Returns for 3 years | 22.72 | 63.86 | 36% |
| Returns for 5 years | 14.55 | 70.57 | 21% |
| Returns for 10 years | 105.53 | 247.72 | 43% |
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