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JEQSX vs VTSMX
JEQSX vs VTSMX Comparison
Open Charts JEQSX vs VTSMX
Johnson Equity Income S
Price$34.74
Change+$0.38 (+1.11%)
VolumeN/A
Net Assets635.98M
Vanguard Total Stock Mkt Idx I
Price$130.91
Change+$2.67 (+2.08%)
VolumeN/A
Net Assets1.7T
JEQSX vs VTSMX Comparison Chart
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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.7T vs. JEQSX (636M). VTSMX pays higher dividends than JEQSX: VTSMX (1.25) vs JEQSX (0.92). 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: 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 : 5.27 vs. JEQSX (-1.86).
| 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 | -3.619 | -9.023 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 636M | 1.7T | 0% |
| Annual Yield % from dividends | 0.92 | 1.25 | 74% |
| Returns for 1 year | -1.86 | 5.27 | -35% |
| Returns for 3 years | N/A | 22.56 | - |
| Returns for 5 years | N/A | 86.77 | - |
| Returns for 10 years | N/A | 150.14 | - |
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