Interact to see
Advertisement
Advertisement
JEQSX vs VSMPX
JEQSX vs VSMPX Comparison
Open Charts JEQSX vs VSMPX
Johnson Equity Income S
Price$37.80
Change-$0.08 (-0.21%)
VolumeN/A
Net Assets694.26M
Vanguard Total Stock Mkt Idx Instl Pls
Price$289.11
Change+$0.10 (+0.03%)
VolumeN/A
Net Assets1.91T
JEQSX vs VSMPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.91T vs. JEQSX (694M). VSMPX pays higher dividends than JEQSX: VSMPX (1.20) vs JEQSX (0.89). JEQSX was incepted earlier than VSMPX: JEQSX (2 years) vs VSMPX (10 years). JEQSX (1.00) is less costly to investors than VSMPX (0.02). JEQSX is a more actively managed with annual turnover of: 20.64 vs. VSMPX (2.00). JEQSX has a lower initial minimum investment than VSMPX: JEQSX (2000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 16.02 vs. JEQSX (2.16).
| JEQSX | VSMPX | JEQSX / VSMPX | |
| Total Expense Ratio | 1.00 | 0.02 | 5,000% |
| Annual Report Gross Expense Ratio | 1.00 | 0.02 | 5,000% |
| Fund Existence | 2 years | 10 years | - |
| Gain YTD | 6.031 | 9.322 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 694M | 1.91T | 0% |
| Annual Yield % from dividends | 0.89 | 1.20 | 74% |
| Returns for 1 year | 2.16 | 16.02 | 13% |
| Returns for 3 years | N/A | 49.97 | - |
| Returns for 5 years | N/A | 85.65 | - |
| Returns for 10 years | N/A | 211.95 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement