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JFAIX vs VTSMX
JFAIX vs VTSMX Comparison
Open Charts JFAIX vs VTSMX
JFAIX vs VTSMX Comparison Chart in %
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JFAIX vs. VTSMX commentary
Sep 22, 2026
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 JFAIX is a Buy and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.34T vs. JFAIX (421M). VTSMX pays higher dividends than JFAIX: VTSMX (0.97) vs JFAIX (0.39). JFAIX was incepted earlier than VTSMX: JFAIX (12 years) vs VTSMX (34 years). JFAIX (0.77) is less costly to investors than VTSMX (0.06). JFAIX is a more actively managed with annual turnover of: 8.00 vs. VTSMX (3.00). VTSMX has a lower initial minimum investment than JFAIX: VTSMX (0) vs JFAIX (1000000). VTSMX annual gain was more profitable for investors over the last year : 14.48 vs. JFAIX (-6.42). VTSMX return over 5 years is better than : 65.99 vs. JFAIX (22.18).
| JFAIX | VTSMX | JFAIX / VTSMX | |
| Total Expense Ratio | 0.72 | 0.06 | 1,200% |
| Annual Report Gross Expense Ratio | 0.77 | 0.06 | 1,283% |
| Fund Existence | 12 years | 34 years | - |
| Gain YTD | 3.951 | 12.090 | 33% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 421M | 2.34T | 0% |
| Annual Yield % from dividends | 0.39 | 0.97 | 40% |
| Returns for 1 year | -6.42 | 14.48 | -44% |
| Returns for 3 years | 40.33 | 76.29 | 53% |
| Returns for 5 years | 22.18 | 65.99 | 34% |
| Returns for 10 years | 153.76 | 249.10 | 62% |
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