Ad is loading...
JEQSX vs VTSMX
JEQSX vs VTSMX Comparison
Open Charts JEQSX vs VTSMX
Johnson Equity Income S
Price$37.98
Change-$0.97 (-2.49%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$141.24
Change-$4.58 (-3.14%)
VolumeN/A
CapitalizationN/A
JEQSX vs VTSMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. JEQSX (683M). JEQSX was incepted earlier than VTSMX: JEQSX (1 year) vs VTSMX (33 years). JEQSX is a more actively managed with annual turnover of: 32.38 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 : 22.04 vs. JEQSX (13.25).
| JEQSX | VTSMX | JEQSX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 1 year | 33 years | - |
| Gain YTD | 14.089 | 22.383 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 683M | 1.84T | 0% |
| Annual Yield % from dividends | N/A | 1.26 | - |
| Returns for 1 year | 13.25 | 22.04 | 60% |
| Returns for 3 years | N/A | 23.86 | - |
| Returns for 5 years | N/A | 77.48 | - |
| Returns for 10 years | N/A | 182.87 | - |