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JEQIX vs VTSMX
JEQIX vs VTSMX Comparison
Open Charts JEQIX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$159.25
Change+$0.69 (+0.44%)
VolumeN/A
Net Assets2.02T
JEQIX vs VTSMX Comparison Chart in %
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JEQIX vs. VTSMX commentary
Oct 21, 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 Hold and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.02T vs. JEQIX (708M). JEQIX pays higher dividends than VTSMX: JEQIX (1.10) vs VTSMX (1.04). JEQIX was incepted earlier than VTSMX: JEQIX (20 years) vs VTSMX (34 years). JEQIX (0.75) is less costly to investors than VTSMX (0.14). JEQIX is a more actively managed with annual turnover of: 20.64 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 : 13.79 vs. JEQIX (-0.04). VTSMX return over 5 years is better than : 84.86 vs. JEQIX (36.82).
| JEQIX | VTSMX | JEQIX / VTSMX | |
| Total Expense Ratio | 0.75 | 0.14 | 536% |
| Annual Report Gross Expense Ratio | 0.75 | 0.14 | 536% |
| Fund Existence | 20 years | 34 years | - |
| Gain YTD | 8.387 | 13.012 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 708M | 2.02T | 0% |
| Annual Yield % from dividends | 1.10 | 1.04 | 105% |
| Returns for 1 year | -0.04 | 13.79 | -0% |
| Returns for 3 years | 28.15 | 76.02 | 37% |
| Returns for 5 years | 36.82 | 84.86 | 43% |
| Returns for 10 years | 93.56 | 225.10 | 42% |
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