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JEQSX vs VTSAX
JEQSX vs VTSAX Comparison
Open Charts JEQSX vs VTSAX
Johnson Equity Income S
Price$37.81
Change+$0.17 (+0.45%)
VolumeN/A
Net Assets697.15M
Vanguard Total Stock Mkt Idx Adm
Price$152.65
Change+$0.67 (+0.44%)
VolumeN/A
Net Assets1.91T
JEQSX vs VTSAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.91T vs. JEQSX (697M). VTSAX pays higher dividends than JEQSX: VTSAX (1.21) vs JEQSX (0.89). JEQSX was incepted earlier than VTSAX: JEQSX (2 years) vs VTSAX (25 years). JEQSX (1.00) is less costly to investors than VTSAX (0.04). JEQSX is a more actively managed with annual turnover of: 20.64 vs. VTSAX (2.00). JEQSX has a lower initial minimum investment than VTSAX: JEQSX (2000) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 17.75 vs. JEQSX (4.34).
| JEQSX | VTSAX | JEQSX / VTSAX | |
| Total Expense Ratio | 1.00 | 0.04 | 2,500% |
| Annual Report Gross Expense Ratio | 1.00 | 0.04 | 2,500% |
| Fund Existence | 2 years | 25 years | - |
| Gain YTD | 6.059 | 8.289 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 697M | 1.91T | 0% |
| Annual Yield % from dividends | 0.89 | 1.21 | 74% |
| Returns for 1 year | 4.34 | 17.75 | 24% |
| Returns for 3 years | N/A | 60.63 | - |
| Returns for 5 years | N/A | 93.55 | - |
| Returns for 10 years | N/A | 201.64 | - |
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