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JEQIX vs VTSMX
JEQIX vs VTSMX Comparison
Open Charts JEQIX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$125.25
Change-$4.60 (-3.54%)
VolumeN/A
Net Assets1.7T
JEQIX vs VTSMX Comparison Chart
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JEQIX vs. VTSMX 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 VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.7T vs. JEQIX (639M). VTSMX pays higher dividends than JEQIX: VTSMX (1.25) vs JEQIX (1.18). JEQIX was incepted earlier than VTSMX: JEQIX (19 years) vs VTSMX (33 years). JEQIX (0.75) is less costly to investors than VTSMX (0.14). JEQIX is a more actively managed with annual turnover of: 32.38 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than JEQIX: VTSMX (3000) vs JEQIX (1000000). VTSMX annual gain was more profitable for investors over the last year : 4.72 vs. JEQIX (-1.08). VTSMX return over 5 years is better than : 92.15 vs. JEQIX (48.04).
| JEQIX | VTSMX | JEQIX / VTSMX | |
| Total Expense Ratio | 0.75 | 0.14 | 536% |
| Annual Report Gross Expense Ratio | 0.75 | 0.14 | 536% |
| Fund Existence | 19 years | 33 years | - |
| Gain YTD | -2.777 | -7.881 | 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 | 1.25 | 94% |
| Returns for 1 year | -1.08 | 4.72 | -23% |
| Returns for 3 years | 3.40 | 20.95 | 16% |
| Returns for 5 years | 48.04 | 92.15 | 52% |
| Returns for 10 years | 66.99 | 154.63 | 43% |
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