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JENRX vs VFINX
JENRX vs VFINX Comparison
Open Charts JENRX vs VFINX
Vanguard 500 Index Investor
Price$495.11
Change+$8.81 (+1.81%)
VolumeN/A
Net Assets1.32T
JENRX vs VFINX Comparison Chart
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JENRX vs. VFINX 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 VFINX is a Hold.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.32T vs. JENRX (5.85B). VFINX pays higher dividends than JENRX: VFINX (1.24) vs JENRX (0.08). JENRX was incepted earlier than VFINX: JENRX (22 years) vs VFINX (49 years). JENRX (1.35) is less costly to investors than VFINX (0.14). JENRX is a more actively managed with annual turnover of: 10.46 vs. VFINX (2.00). VFINX has a lower initial minimum investment than JENRX: VFINX (0) vs JENRX (2500). VFINX annual gain was more profitable for investors over the last year : 1.37 vs. JENRX (-9.20). VFINX return over 5 years is better than : 88.91 vs. JENRX (19.71).
| JENRX | VFINX | JENRX / VFINX | |
| Total Expense Ratio | 1.35 | 0.14 | 964% |
| Annual Report Gross Expense Ratio | 1.35 | 0.14 | 964% |
| Fund Existence | 22 years | 49 years | - |
| Gain YTD | -6.529 | -10.404 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.85B | 1.32T | 0% |
| Annual Yield % from dividends | 0.08 | 1.24 | 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 | 151.78 | 25% |