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JEQIX vs VSMPX
JEQIX vs VSMPX Comparison
Open Charts JEQIX vs VSMPX
Vanguard Total Stock Mkt Idx Instl Pls
Price$260.25
Change-$1.66 (-0.63%)
VolumeN/A
Net Assets1.72T
JEQIX vs VSMPX Comparison Chart
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JEQIX vs. VSMPX commentary
May 24, 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: 1.72T vs. JEQIX (665M). VSMPX pays higher dividends than JEQIX: VSMPX (1.37) vs JEQIX (1.21). JEQIX was incepted earlier than VSMPX: JEQIX (19 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 : 9.74 vs. JEQIX (0.95). VSMPX return over 5 years is better than : 91.75 vs. JEQIX (48.56).
| 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 | 19 years | 10 years | - |
| Gain YTD | 0.757 | -1.605 | -47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 665M | 1.72T | 0% |
| Annual Yield % from dividends | 1.21 | 1.37 | 88% |
| Returns for 1 year | 0.95 | 9.74 | 10% |
| Returns for 3 years | 14.13 | 45.42 | 31% |
| Returns for 5 years | 48.56 | 91.75 | 53% |
| Returns for 10 years | 72.17 | 162.80 | 44% |
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