Interact to see
Advertisement
Advertisement
JEQIX vs VSMPX
JEQIX vs VSMPX Comparison
Open Charts JEQIX vs VSMPX
Vanguard Total Stock Mkt Idx Instl Pls
Price$307.82
Change+$0.46 (+0.15%)
VolumeN/A
Net Assets2.05T
JEQIX vs VSMPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JEQIX vs. VSMPX 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 VSMPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.05T vs. JEQIX (720M). VSMPX (1.12) and JEQIX (1.07) have matching dividends . JEQIX was incepted earlier than VSMPX: JEQIX (20 years) vs VSMPX (11 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 : 12.13 vs. JEQIX (0.74). VSMPX return over 5 years is better than : 76.54 vs. JEQIX (31.02).
| 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 | 20 years | 11 years | - |
| Gain YTD | 11.641 | 16.247 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 720M | 2.05T | 0% |
| Annual Yield % from dividends | 1.07 | 1.12 | 96% |
| Returns for 1 year | 0.74 | 12.13 | 6% |
| Returns for 3 years | 19.60 | 65.53 | 30% |
| Returns for 5 years | 31.02 | 76.54 | 41% |
| Returns for 10 years | 99.55 | 215.41 | 46% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement