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JEQIX vs VTSAX
JEQIX vs VTSAX Comparison
Open Charts JEQIX vs VTSAX
Vanguard Total Stock Mkt Idx Adm
Price$155.55
Change-$0.31 (-0.20%)
VolumeN/A
Net Assets1.95T
JEQIX vs VTSAX Comparison Chart in %
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JEQIX vs. VTSAX 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 VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.95T vs. JEQIX (697M). VTSAX (1.16) and JEQIX (1.11) have matching dividends . 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 : 18.04 vs. JEQIX (2.46). VTSAX return over 5 years is better than : 84.96 vs. JEQIX (38.71).
| 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 | 7.349 | 10.346 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 697M | 1.95T | 0% |
| Annual Yield % from dividends | 1.11 | 1.16 | 96% |
| Returns for 1 year | 2.46 | 18.04 | 14% |
| Returns for 3 years | 21.64 | 63.66 | 34% |
| Returns for 5 years | 38.71 | 84.96 | 46% |
| Returns for 10 years | 98.70 | 224.91 | 44% |
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