JEQIX
Price
$37.86
Change
+$0.16 (+0.42%)
Updated
Jul 25 closing price
Net Assets
697.15M
VTSAX
Price
$152.65
Change
+$0.67 (+0.44%)
Updated
Jul 25 closing price
Net Assets
1.91T
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JEQIX vs VTSAX

Header iconJEQIX vs VTSAX Comparison
Open Charts JEQIX vs VTSAXBanner chart's image
Johnson Equity Income
Price$37.86
Change+$0.16 (+0.42%)
VolumeN/A
Net Assets697.15M
Vanguard Total Stock Mkt Idx Adm
Price$152.65
Change+$0.67 (+0.44%)
VolumeN/A
Net Assets1.91T
JEQIX vs VTSAX Comparison Chart in %
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JEQIX vs. VTSAX commentary
Jul 27, 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 VTSAX is a Buy.

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FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.91T vs. JEQIX (697M). VTSAX pays higher dividends than JEQIX: VTSAX (1.21) vs JEQIX (1.15). JEQIX was incepted earlier than VTSAX: JEQIX (20 years) vs VTSAX (25 years). JEQIX (0.75) is less costly to investors than VTSAX (0.04). JEQIX is a more actively managed with annual turnover of: 20.64 vs. VTSAX (2.00). VTSAX has a lower initial minimum investment than JEQIX: VTSAX (3000) vs JEQIX (1000000). VTSAX annual gain was more profitable for investors over the last year : 17.75 vs. JEQIX (4.57). VTSAX return over 5 years is better than : 93.55 vs. JEQIX (44.08).
JEQIXVTSAXJEQIX / VTSAX
Total Expense Ratio0.750.041,875%
Annual Report Gross Expense Ratio0.750.041,875%
Fund Existence20 years25 years-
Gain YTD6.1998.28975%
Front LoadN/AN/A-
Min. Initial Investment1000000300033,333%
Min. Initial Investment IRAN/AN/A-
Net Assets697M1.91T0%
Annual Yield % from dividends1.151.2195%
Returns for 1 year4.5717.7526%
Returns for 3 years19.6060.6332%
Returns for 5 years44.0893.5547%
Returns for 10 years87.54201.6443%
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