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JEQIX vs VTSMX
JEQIX vs VTSMX Comparison
Open Charts JEQIX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$164.61
Change-$0.80 (-0.48%)
VolumeN/A
Net Assets2.06T
JEQIX vs VTSMX Comparison Chart in %
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JEQIX vs. VTSMX commentary
Feb 05, 2026
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 VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.06T vs. JEQIX (730M). VTSMX pays higher dividends than JEQIX: VTSMX (1.00) vs JEQIX (0.92). JEQIX was incepted earlier than VTSMX: JEQIX (20 years) vs VTSMX (34 years). JEQIX (1.00) 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 : 13.39 vs. JEQIX (8.86). VTSMX return over 5 years is better than : 66.43 vs. JEQIX (30.83).
| JEQIX | VTSMX | JEQIX / VTSMX | |
| Total Expense Ratio | 1.00 | 0.14 | 714% |
| Annual Report Gross Expense Ratio | 1.00 | 0.14 | 714% |
| Fund Existence | 20 years | 34 years | - |
| Gain YTD | 4.156 | 0.883 | 471% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 730M | 2.06T | 0% |
| Annual Yield % from dividends | 0.92 | 1.00 | 91% |
| Returns for 1 year | 8.86 | 13.39 | 66% |
| Returns for 3 years | 27.21 | 63.20 | 43% |
| Returns for 5 years | 30.83 | 66.43 | 46% |
| Returns for 10 years | 134.71 | 268.39 | 50% |
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