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JEQIX vs VFINX
JEQIX vs VFINX Comparison
Open Charts JEQIX vs VFINX
Vanguard 500 Index Investor
Price$615.42
Change+$3.24 (+0.53%)
VolumeN/A
Net Assets1.41T
JEQIX vs VFINX Comparison Chart in %
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JEQIX vs. VFINX commentary
Oct 19, 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 VFINX is a Hold.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.41T vs. JEQIX (704M). JEQIX (1.10) and VFINX (1.05) have matching dividends . JEQIX was incepted earlier than VFINX: JEQIX (20 years) vs VFINX (49 years). JEQIX (0.75) is less costly to investors than VFINX (0.14). JEQIX is a more actively managed with annual turnover of: 20.64 vs. VFINX (2.00). VFINX has a lower initial minimum investment than JEQIX: VFINX (0) vs JEQIX (1000000). VFINX annual gain was more profitable for investors over the last year : 14.15 vs. JEQIX (-0.04). VFINX return over 5 years is better than : 91.55 vs. JEQIX (36.82).
| JEQIX | VFINX | JEQIX / VFINX | |
| Total Expense Ratio | 0.75 | 0.14 | 536% |
| Annual Report Gross Expense Ratio | 0.75 | 0.14 | 536% |
| Fund Existence | 20 years | 49 years | - |
| Gain YTD | 8.387 | 13.407 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 704M | 1.41T | 0% |
| Annual Yield % from dividends | 1.10 | 1.05 | 105% |
| Returns for 1 year | -0.04 | 14.15 | -0% |
| Returns for 3 years | 28.15 | 79.37 | 35% |
| Returns for 5 years | 36.82 | 91.55 | 40% |
| Returns for 10 years | 93.56 | 228.72 | 41% |
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