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JEQIX vs VSMPX
JEQIX vs VSMPX Comparison
Open Charts JEQIX vs VSMPX
Vanguard Total Stock Mkt Idx Instl Pls
Price$292.42
Change+$2.56 (+0.88%)
VolumeN/A
Net Assets1.95T
JEQIX vs VSMPX Comparison Chart in %
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VS
VS
JEQIX vs. VSMPX commentary
Sep 08, 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 Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.95T vs. JEQIX (697M). VSMPX (1.17) and JEQIX (1.11) have matching dividends . JEQIX was incepted earlier than VSMPX: JEQIX (20 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 : 18.05 vs. JEQIX (2.46). VSMPX return over 5 years is better than : 85.03 vs. JEQIX (38.71).
| 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 | 10 years | - |
| Gain YTD | 7.349 | 10.358 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 697M | 1.95T | 0% |
| Annual Yield % from dividends | 1.11 | 1.17 | 95% |
| Returns for 1 year | 2.46 | 18.05 | 14% |
| Returns for 3 years | 21.64 | 63.71 | 34% |
| Returns for 5 years | 38.71 | 85.03 | 46% |
| Returns for 10 years | 98.70 | 214.57 | 46% |
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