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JEQIX vs VSMPX
JEQIX vs VSMPX Comparison
Open Charts JEQIX vs VSMPX
Vanguard Total Stock Mkt Idx Instl Pls
Price$281.45
Change+$2.40 (+0.86%)
VolumeN/A
Net Assets1.82T
JEQIX vs VSMPX Comparison Chart in %
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VS
VS
JEQIX vs. VSMPX 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 VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.82T vs. JEQIX (692M). VSMPX pays higher dividends than JEQIX: VSMPX (1.22) vs JEQIX (1.15). JEQIX was incepted earlier than VSMPX: JEQIX (20 years) vs VSMPX (10 years). JEQIX (0.75) is less costly to investors than VSMPX (0.02). JEQIX is a more actively managed with annual turnover of: 20.64 vs. VSMPX (2.00). JEQIX has a lower initial minimum investment than VSMPX: JEQIX (1000000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 13.90 vs. JEQIX (4.78). VSMPX return over 5 years is better than : 95.69 vs. JEQIX (47.92).
| JEQIX | VSMPX | JEQIX / VSMPX | |
| Total Expense Ratio | 0.75 | 0.02 | 3,750% |
| Annual Report Gross Expense Ratio | 0.75 | 0.02 | 3,750% |
| Fund Existence | 20 years | 10 years | - |
| Gain YTD | 5.133 | 6.426 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 692M | 1.82T | 0% |
| Annual Yield % from dividends | 1.15 | 1.22 | 94% |
| Returns for 1 year | 4.78 | 13.90 | 34% |
| Returns for 3 years | 22.10 | 62.17 | 36% |
| Returns for 5 years | 47.92 | 95.69 | 50% |
| Returns for 10 years | 85.57 | 189.21 | 45% |
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