Ad is loading...
JEQIX vs VTSAX
JEQIX vs VTSAX Comparison
Open Charts JEQIX vs VTSAX
Vanguard Total Stock Mkt Idx Adm
Price$125.27
Change-$4.60 (-3.54%)
VolumeN/A
Net Assets1.7T
JEQIX vs VTSAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JEQIX vs. VTSAX commentary
Apr 11, 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 Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.7T vs. JEQIX (639M). VTSAX pays higher dividends than JEQIX: VTSAX (1.35) vs JEQIX (1.18). JEQIX was incepted earlier than VTSAX: JEQIX (19 years) vs VTSAX (24 years). JEQIX (0.75) is less costly to investors than VTSAX (0.04). 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 : 4.73 vs. JEQIX (-1.08). VTSAX return over 5 years is better than : 92.17 vs. JEQIX (48.04).
| 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 | 19 years | 24 years | - |
| Gain YTD | -2.777 | -7.884 | 35% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 639M | 1.7T | 0% |
| Annual Yield % from dividends | 1.18 | 1.35 | 87% |
| Returns for 1 year | -1.08 | 4.73 | -23% |
| Returns for 3 years | 3.40 | 20.97 | 16% |
| Returns for 5 years | 48.04 | 92.17 | 52% |
| Returns for 10 years | 66.99 | 155.18 | 43% |
View a ticker or compare two or three
VS
VS
Ad is loading...