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JEQIX vs VTSAX
JEQIX vs VTSAX Comparison
Open Charts JEQIX vs VTSAX
Vanguard Total Stock Mkt Idx Adm
Price$146.13
Change+$0.88 (+0.61%)
VolumeN/A
Net Assets1.78T
JEQIX vs VTSAX Comparison Chart
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JEQIX vs. VTSAX commentary
Jan 31, 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 StrongBuy and VTSAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.78T vs. JEQIX (679M). VTSAX pays higher dividends than JEQIX: VTSAX (1.35) vs JEQIX (0.82). JEQIX was incepted earlier than VTSAX: JEQIX (19 years) vs VTSAX (24 years). JEQIX is a more actively managed with annual turnover of: 32.38 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 : 24.49 vs. JEQIX (8.06). VTSAX return over 5 years is better than : 83.08 vs. JEQIX (34.92).
| JEQIX | VTSAX | JEQIX / VTSAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 24 years | - |
| Gain YTD | 3.366 | 2.992 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 679M | 1.78T | 0% |
| Annual Yield % from dividends | 0.82 | 1.35 | 61% |
| Returns for 1 year | 8.06 | 24.49 | 33% |
| Returns for 3 years | 9.17 | 31.85 | 29% |
| Returns for 5 years | 34.92 | 83.08 | 42% |
| Returns for 10 years | 82.21 | 197.28 | 42% |
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