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JEQIX vs VFIAX
JEQIX vs VFIAX Comparison
Open Charts JEQIX vs VFIAX
Vanguard 500 Index Admiral
Price$635.81
Change-$3.24 (-0.51%)
VolumeN/A
Net Assets1.47T
JEQIX vs VFIAX Comparison Chart in %
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JEQIX vs. VFIAX commentary
Feb 05, 2026
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 Buy and VFIAX is a Hold.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.48T vs. JEQIX (730M). VFIAX pays higher dividends than JEQIX: VFIAX (1.10) vs JEQIX (0.92). JEQIX was incepted earlier than VFIAX: JEQIX (20 years) vs VFIAX (25 years). JEQIX (1.00) 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 : 14.08 vs. JEQIX (8.86). VFIAX return over 5 years is better than : 77.32 vs. JEQIX (30.83).
| JEQIX | VFIAX | JEQIX / VFIAX | |
| Total Expense Ratio | 1.00 | 0.04 | 2,500% |
| Annual Report Gross Expense Ratio | 1.00 | 0.04 | 2,500% |
| Fund Existence | 20 years | 25 years | - |
| Gain YTD | 4.156 | 0.628 | 661% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 730M | 1.48T | 0% |
| Annual Yield % from dividends | 0.92 | 1.10 | 83% |
| Returns for 1 year | 8.86 | 14.08 | 63% |
| Returns for 3 years | 27.21 | 66.71 | 41% |
| Returns for 5 years | 30.83 | 77.32 | 40% |
| Returns for 10 years | 134.71 | 266.74 | 51% |
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