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JEQSX vs VSMPX
JEQSX vs VSMPX Comparison
Open Charts JEQSX vs VSMPX
Johnson Equity Income S
Price$39.05
Change-$0.12 (-0.31%)
VolumeN/A
Net Assets718.12M
Vanguard Total Stock Mkt Idx Instl Pls
Price$301.05
Change-$1.43 (-0.47%)
VolumeN/A
Net Assets2.02T
JEQSX vs VSMPX Comparison Chart in %
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VS
VS
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.02T vs. JEQSX (718M). VSMPX pays higher dividends than JEQSX: VSMPX (1.15) vs JEQSX (0.86). JEQSX was incepted earlier than VSMPX: JEQSX (2 years) vs VSMPX (10 years). JEQSX (1.00) is less costly to investors than VSMPX (0.02). JEQSX is a more actively managed with annual turnover of: 20.64 vs. VSMPX (2.00). JEQSX has a lower initial minimum investment than VSMPX: JEQSX (2000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 18.36 vs. JEQSX (4.19).
| JEQSX | VSMPX | JEQSX / VSMPX | |
| Total Expense Ratio | 1.00 | 0.02 | 5,000% |
| Annual Report Gross Expense Ratio | 1.00 | 0.02 | 5,000% |
| Fund Existence | 2 years | 10 years | - |
| Gain YTD | 9.874 | 14.402 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 718M | 2.02T | 0% |
| Annual Yield % from dividends | 0.86 | 1.15 | 75% |
| Returns for 1 year | 4.19 | 18.36 | 23% |
| Returns for 3 years | N/A | 82.16 | - |
| Returns for 5 years | N/A | 89.16 | - |
| Returns for 10 years | N/A | 221.28 | - |
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