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JEQIX vs VTSAX
JEQIX vs VTSAX Comparison
Open Charts JEQIX vs VTSAX
Vanguard Total Stock Mkt Idx Adm
Price$150.01
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
JEQIX vs VTSAX Comparison Chart in %
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JEQIX vs. VTSAX commentary
Jul 07, 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 (692M). 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 : 13.89 vs. JEQIX (4.78). VTSAX return over 5 years is better than : 95.62 vs. JEQIX (47.92).
| 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 | 20 years | 25 years | - |
| Gain YTD | 5.133 | 6.416 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 692M | 1.82T | 0% |
| Annual Yield % from dividends | 1.15 | 1.21 | 95% |
| Returns for 1 year | 4.78 | 13.89 | 34% |
| Returns for 3 years | 22.10 | 62.12 | 36% |
| Returns for 5 years | 47.92 | 95.62 | 50% |
| Returns for 10 years | 85.57 | 198.69 | 43% |
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