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JEQIX vs VTSMX
JEQIX vs VTSMX Comparison
Open Charts JEQIX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$155.50
Change-$0.31 (-0.20%)
VolumeN/A
Net Assets1.95T
JEQIX vs VTSMX Comparison Chart in %
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JEQIX vs. VTSMX 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.95T vs. JEQIX (697M). JEQIX (1.11) and VTSMX (1.07) have matching dividends . JEQIX was incepted earlier than VTSMX: JEQIX (20 years) vs VTSMX (33 years). JEQIX (0.75) is less costly to investors than VTSMX (0.14). JEQIX is a more actively managed with annual turnover of: 20.64 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than JEQIX: VTSMX (3000) vs JEQIX (1000000). VTSMX annual gain was more profitable for investors over the last year : 18.03 vs. JEQIX (2.46). VTSMX return over 5 years is better than : 84.94 vs. JEQIX (38.71).
| JEQIX | VTSMX | JEQIX / VTSMX | |
| Total Expense Ratio | 0.75 | 0.14 | 536% |
| Annual Report Gross Expense Ratio | 0.75 | 0.14 | 536% |
| Fund Existence | 20 years | 33 years | - |
| Gain YTD | 7.349 | 10.330 | 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 | 1.07 | 104% |
| Returns for 1 year | 2.46 | 18.03 | 14% |
| Returns for 3 years | 21.64 | 63.63 | 34% |
| Returns for 5 years | 38.71 | 84.94 | 46% |
| Returns for 10 years | 98.70 | 224.15 | 44% |
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