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JEQSX vs VTSMX
JEQSX vs VTSMX Comparison
Open Charts JEQSX vs VTSMX
Johnson Equity Income S
Price$38.28
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets697.46M
Vanguard Total Stock Mkt Idx I
Price$155.21
Change+$0.43 (+0.28%)
VolumeN/A
Net Assets1.91T
JEQSX vs VTSMX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. JEQSX (697M). VTSMX pays higher dividends than JEQSX: VTSMX (1.09) vs JEQSX (0.89). JEQSX was incepted earlier than VTSMX: JEQSX (2 years) vs VTSMX (33 years). JEQSX (1.00) is less costly to investors than VTSMX (0.14). JEQSX is a more actively managed with annual turnover of: 20.64 vs. VTSMX (2.00). JEQSX has a lower initial minimum investment than VTSMX: JEQSX (2000) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 14.88 vs. JEQSX (1.50).
| JEQSX | VTSMX | JEQSX / VTSMX | |
| Total Expense Ratio | 1.00 | 0.14 | 714% |
| Annual Report Gross Expense Ratio | 1.00 | 0.14 | 714% |
| Fund Existence | 2 years | 33 years | - |
| Gain YTD | 7.069 | 9.820 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 697M | 1.91T | 0% |
| Annual Yield % from dividends | 0.89 | 1.09 | 81% |
| Returns for 1 year | 1.50 | 14.88 | 10% |
| Returns for 3 years | N/A | 56.58 | - |
| Returns for 5 years | N/A | 79.72 | - |
| Returns for 10 years | N/A | 220.08 | - |
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