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JEQIX vs VTSAX
JEQIX vs VTSAX Comparison
Open Charts JEQIX vs VTSAX
Vanguard Total Stock Mkt Idx Adm
Price$142.61
Change+$2.19 (+1.56%)
VolumeN/A
Net Assets1.84T
JEQIX vs VTSAX Comparison Chart
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JEQIX vs. VTSAX commentary
Mar 03, 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 Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.84T vs. JEQIX (680M). 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 : 15.96 vs. JEQIX (5.52). VTSAX return over 5 years is better than : 95.73 vs. JEQIX (47.25).
| 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 | 3.590 | 1.120 | 320% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 680M | 1.84T | 0% |
| Annual Yield % from dividends | 0.82 | 1.35 | 61% |
| Returns for 1 year | 5.52 | 15.96 | 35% |
| Returns for 3 years | 14.04 | 34.96 | 40% |
| Returns for 5 years | 47.25 | 95.73 | 49% |
| Returns for 10 years | 76.32 | 178.70 | 43% |
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