Interact to see
Advertisement
Advertisement
JEQIX vs VTSAX
JEQIX vs VTSAX Comparison
Open Charts JEQIX vs VTSAX
Vanguard Total Stock Mkt Idx Adm
Price$154.04
Change-$0.41 (-0.27%)
VolumeN/A
Net Assets1.91T
JEQIX vs VTSAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JEQIX vs. VTSAX 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 VTSAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.91T vs. JEQIX (697M). VTSAX (1.18) and JEQIX (1.14) have matching dividends . JEQIX was incepted earlier than VTSAX: JEQIX (20 years) vs VTSAX (25 years). JEQIX (0.75) is less costly to investors than VTSAX (0.04). JEQIX is a more actively managed with annual turnover of: 20.64 vs. VTSAX (2.00). VTSAX has a lower initial minimum investment than JEQIX: VTSAX (3000) vs JEQIX (1000000). VTSAX annual gain was more profitable for investors over the last year : 16.22 vs. JEQIX (2.91). VTSAX return over 5 years is better than : 85.86 vs. JEQIX (38.57).
| JEQIX | VTSAX | JEQIX / VTSAX | |
| Total Expense Ratio | 0.75 | 0.04 | 1,875% |
| Annual Report Gross Expense Ratio | 0.75 | 0.04 | 1,875% |
| Fund Existence | 20 years | 25 years | - |
| Gain YTD | 6.424 | 9.275 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 697M | 1.91T | 0% |
| Annual Yield % from dividends | 1.14 | 1.18 | 96% |
| Returns for 1 year | 2.91 | 16.22 | 18% |
| Returns for 3 years | 10.75 | 46.82 | 23% |
| Returns for 5 years | 38.57 | 85.86 | 45% |
| Returns for 10 years | 87.43 | 203.17 | 43% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement