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JEQIX vs VTSAX
JEQIX vs VTSAX Comparison
Open Charts JEQIX vs VTSAX
Vanguard Total Stock Mkt Idx Adm
Price$142.91
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
JEQIX vs VTSAX Comparison Chart
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JEQIX vs. VTSAX 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 VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.82T vs. JEQIX (675M). VTSAX pays higher dividends than JEQIX: VTSAX (1.28) vs JEQIX (1.17). JEQIX was incepted earlier than VTSAX: JEQIX (19 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 : 10.07 vs. JEQIX (2.92). VTSAX return over 5 years is better than : 91.40 vs. JEQIX (45.80).
| JEQIX | VTSAX | JEQIX / VTSAX | |
| Total Expense Ratio | 0.75 | 0.04 | 1,875% |
| Annual Report Gross Expense Ratio | 0.75 | 0.04 | 1,875% |
| Fund Existence | 19 years | 25 years | - |
| Gain YTD | 2.216 | 1.365 | 162% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 675M | 1.82T | 0% |
| Annual Yield % from dividends | 1.17 | 1.28 | 91% |
| Returns for 1 year | 2.92 | 10.07 | 29% |
| Returns for 3 years | 21.72 | 57.61 | 38% |
| Returns for 5 years | 45.80 | 91.40 | 50% |
| Returns for 10 years | 75.72 | 179.53 | 42% |
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