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JEQIX vs VFIAX
JEQIX vs VFIAX Comparison
Open Charts JEQIX vs VFIAX
Vanguard 500 Index Admiral
Price$634.14
Change+$0.73 (+0.12%)
VolumeN/A
Net Assets1.48T
JEQIX vs VFIAX Comparison Chart in %
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JEQIX vs. VFIAX commentary
Dec 05, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is JEQIX is a Hold and VFIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.48T vs. JEQIX (720M). VFIAX (1.11) and JEQIX (1.07) have matching dividends . JEQIX was incepted earlier than VFIAX: JEQIX (20 years) vs VFIAX (25 years). JEQIX (0.75) is less costly to investors than VFIAX (0.04). JEQIX is a more actively managed with annual turnover of: 20.64 vs. VFIAX (2.00). VFIAX has a lower initial minimum investment than JEQIX: VFIAX (3000) vs JEQIX (1000000). VFIAX annual gain was more profitable for investors over the last year : 13.27 vs. JEQIX (0.74). VFIAX return over 5 years is better than : 85.25 vs. JEQIX (31.02).
| JEQIX | VFIAX | JEQIX / VFIAX | |
| Total Expense Ratio | 0.75 | 0.04 | 1,875% |
| Annual Report Gross Expense Ratio | 0.75 | 0.04 | 1,875% |
| Fund Existence | 20 years | 25 years | - |
| Gain YTD | 11.641 | 16.743 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 720M | 1.48T | 0% |
| Annual Yield % from dividends | 1.07 | 1.11 | 96% |
| Returns for 1 year | 0.74 | 13.27 | 6% |
| Returns for 3 years | 19.60 | 68.28 | 29% |
| Returns for 5 years | 31.02 | 85.25 | 36% |
| Returns for 10 years | 99.55 | 227.44 | 44% |
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