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JEQIX vs VTSAX
JEQIX vs VTSAX Comparison
Open Charts JEQIX vs VTSAX
Vanguard Total Stock Mkt Idx Adm
Price$140.09
Change-$0.04 (-0.03%)
VolumeN/A
CapitalizationN/A
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JEQIX vs VTSAX Comparison Chart
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JEQIX vs. VTSAX commentary
Oct 18, 2024
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 Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.75T vs. JEQIX (681M). 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 : 33.26 vs. JEQIX (20.49). VTSAX return over 5 years is better than : 90.67 vs. JEQIX (43.25).
| 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 | 14.202 | 21.417 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 681M | 1.75T | 0% |
| Annual Yield % from dividends | 0.82 | 1.35 | 61% |
| Returns for 1 year | 20.49 | 33.26 | 62% |
| Returns for 3 years | 6.86 | 25.10 | 27% |
| Returns for 5 years | 43.25 | 90.67 | 48% |
| Returns for 10 years | 84.52 | 209.47 | 40% |
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