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JEQIX vs VSMPX
JEQIX vs VSMPX Comparison
Open Charts JEQIX vs VSMPX
Vanguard Total Stock Mkt Idx Instl Pls
Price$289.01
Change-$0.76 (-0.26%)
VolumeN/A
Net Assets1.91T
JEQIX vs VSMPX Comparison Chart in %
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VS
VS
JEQIX vs. VSMPX commentary
Aug 17, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.91T vs. JEQIX (697M). VSMPX (1.20) and JEQIX (1.14) have matching dividends . 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 : 16.22 vs. JEQIX (2.91). VSMPX return over 5 years is better than : 85.90 vs. JEQIX (38.57).
| 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 | 6.424 | 9.284 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 697M | 1.91T | 0% |
| Annual Yield % from dividends | 1.14 | 1.20 | 95% |
| Returns for 1 year | 2.91 | 16.22 | 18% |
| Returns for 3 years | 10.75 | 46.86 | 23% |
| Returns for 5 years | 38.57 | 85.90 | 45% |
| Returns for 10 years | 87.43 | 193.56 | 45% |
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