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JEQIX vs VSMPX
JEQIX vs VSMPX Comparison
Open Charts JEQIX vs VSMPX
Vanguard Total Stock Mkt Idx Instl Pls
Price$268.13
Change-$3.17 (-1.17%)
VolumeN/A
Net Assets1.82T
JEQIX vs VSMPX Comparison Chart
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JEQIX vs. VSMPX commentary
Jun 16, 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 Buy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.82T vs. JEQIX (675M). VSMPX pays higher dividends than JEQIX: VSMPX (1.29) vs JEQIX (1.17). JEQIX was incepted earlier than VSMPX: JEQIX (19 years) vs VSMPX (10 years). JEQIX (0.75) is less costly to investors than VSMPX (0.02). JEQIX is a more actively managed with annual turnover of: 20.64 vs. VSMPX (2.00). JEQIX has a lower initial minimum investment than VSMPX: JEQIX (1000000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 10.08 vs. JEQIX (2.92). VSMPX return over 5 years is better than : 91.46 vs. JEQIX (45.80).
| JEQIX | VSMPX | JEQIX / VSMPX | |
| Total Expense Ratio | 0.75 | 0.02 | 3,750% |
| Annual Report Gross Expense Ratio | 0.75 | 0.02 | 3,750% |
| Fund Existence | 19 years | 10 years | - |
| Gain YTD | 2.216 | 1.374 | 161% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 675M | 1.82T | 0% |
| Annual Yield % from dividends | 1.17 | 1.29 | 90% |
| Returns for 1 year | 2.92 | 10.08 | 29% |
| Returns for 3 years | 21.72 | 57.66 | 38% |
| Returns for 5 years | 45.80 | 91.46 | 50% |
| Returns for 10 years | 75.72 | 170.67 | 44% |
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