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JEQSX vs VITSX
JEQSX vs VITSX Comparison
Open Charts JEQSX vs VITSX
Johnson Equity Income S
Price$34.74
Change+$0.38 (+1.11%)
VolumeN/A
Net Assets635.98M
Vanguard Total Stock Market Idx I
Price$130.95
Change+$2.66 (+2.07%)
VolumeN/A
Net Assets1.7T
JEQSX vs VITSX Comparison Chart
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FUNDAMENTALS
Fundamentals
VITSX has more cash in the bank: 1.7T vs. JEQSX (636M). VITSX pays higher dividends than JEQSX: VITSX (1.36) vs JEQSX (0.92). JEQSX was incepted earlier than VITSX: JEQSX (2 years) vs VITSX (28 years). JEQSX (1.00) is less costly to investors than VITSX (0.03). JEQSX is a more actively managed with annual turnover of: 32.38 vs. VITSX (2.00). JEQSX has a lower initial minimum investment than VITSX: JEQSX (2000) vs VITSX (5000000). VITSX annual gain was more profitable for investors over the last year : 5.27 vs. JEQSX (-1.86).
| JEQSX | VITSX | JEQSX / VITSX | |
| Total Expense Ratio | 1.00 | 0.03 | 3,333% |
| Annual Report Gross Expense Ratio | 1.00 | 0.03 | 3,333% |
| Fund Existence | 2 years | 28 years | - |
| Gain YTD | -3.619 | -9.018 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 636M | 1.7T | 0% |
| Annual Yield % from dividends | 0.92 | 1.36 | 67% |
| Returns for 1 year | -1.86 | 5.27 | -35% |
| Returns for 3 years | N/A | 22.59 | - |
| Returns for 5 years | N/A | 86.78 | - |
| Returns for 10 years | N/A | 150.66 | - |
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