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JENRX vs VFIAX
JENRX vs VFIAX Comparison
Open Charts JENRX vs VFIAX
Vanguard 500 Index Admiral
Price$523.02
Change+$3.01 (+0.58%)
VolumeN/A
Net Assets1.33T
JENRX vs VFIAX Comparison Chart
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JENRX vs. VFIAX commentary
May 09, 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 JENRX is a Buy and VFIAX is a Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.34T vs. JENRX (6.01B). VFIAX pays higher dividends than JENRX: VFIAX (1.36) vs JENRX (0.08). JENRX was incepted earlier than VFIAX: JENRX (22 years) vs VFIAX (25 years). JENRX (1.35) is less costly to investors than VFIAX (0.04). JENRX is a more actively managed with annual turnover of: 10.46 vs. VFIAX (2.00). JENRX has a lower initial minimum investment than VFIAX: JENRX (2500) vs VFIAX (3000). VFIAX annual gain was more profitable for investors over the last year : 8.60 vs. JENRX (-6.38). VFIAX return over 5 years is better than : 92.14 vs. JENRX (19.03).
| JENRX | VFIAX | JENRX / VFIAX | |
| Total Expense Ratio | 1.35 | 0.04 | 3,375% |
| Annual Report Gross Expense Ratio | 1.35 | 0.04 | 3,375% |
| Fund Existence | 22 years | 25 years | - |
| Gain YTD | -2.383 | -4.178 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.01B | 1.34T | 0% |
| Annual Yield % from dividends | 0.08 | 1.36 | 6% |
| Returns for 1 year | -6.38 | 8.60 | -74% |
| Returns for 3 years | -0.84 | 41.15 | -2% |
| Returns for 5 years | 19.03 | 92.14 | 21% |
| Returns for 10 years | 42.61 | 167.68 | 25% |
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