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JEQIX vs VFINX
JEQIX vs VFINX Comparison
Open Charts JEQIX vs VFINX
Vanguard 500 Index Investor
Price$622.49
Change-$10.47 (-1.65%)
VolumeN/A
Net Assets1.46T
JEQIX vs VFINX Comparison Chart in %
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JEQIX vs. VFINX commentary
Nov 14, 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: 1.46T vs. JEQIX (721M). JEQIX pays higher dividends than VFINX: JEQIX (1.09) vs VFINX (1.02). 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 : 14.54 vs. JEQIX (1.30). VFINX return over 5 years is better than : 91.22 vs. JEQIX (33.01).
| 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 | 10.940 | 16.640 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 721M | 1.46T | 0% |
| Annual Yield % from dividends | 1.09 | 1.02 | 107% |
| Returns for 1 year | 1.30 | 14.54 | 9% |
| Returns for 3 years | 22.79 | 71.72 | 32% |
| Returns for 5 years | 33.01 | 91.22 | 36% |
| Returns for 10 years | 104.20 | 238.83 | 44% |
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