Ad is loading...
JENRX vs VFIAX
JENRX vs VFIAX Comparison
Open Charts JENRX vs VFIAX
Vanguard 500 Index Admiral
Price$495.03
Change+$8.81 (+1.81%)
VolumeN/A
Net Assets1.32T
JENRX vs VFIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JENRX vs. VFIAX commentary
Apr 12, 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 Hold.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.32T vs. JENRX (5.85B). VFIAX pays higher dividends than JENRX: VFIAX (1.35) vs JENRX (0.08). JENRX was incepted earlier than VFIAX: JENRX (22 years) vs VFIAX (24 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 : 1.37 vs. JENRX (-9.20). VFIAX return over 5 years is better than : 88.91 vs. JENRX (19.71).
| 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 | 24 years | - |
| Gain YTD | -6.529 | -10.405 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.85B | 1.32T | 0% |
| Annual Yield % from dividends | 0.08 | 1.35 | 6% |
| Returns for 1 year | -9.20 | 1.37 | -673% |
| Returns for 3 years | -10.24 | 19.88 | -52% |
| Returns for 5 years | 19.71 | 88.91 | 22% |
| Returns for 10 years | 37.39 | 151.75 | 25% |
View a ticker or compare two or three
VS
VS
Ad is loading...