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JFARX vs VTSMX
JFARX vs VTSMX Comparison
Open Charts JFARX vs VTSMX
JFARX vs VTSMX Comparison Chart in %
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JFARX vs. VTSMX commentary
Jun 16, 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 JFARX is a Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.31T vs. JFARX (469M). VTSMX pays higher dividends than JFARX: VTSMX (0.93) vs JFARX (0.21). JFARX was incepted earlier than VTSMX: JFARX (11 years) vs VTSMX (34 years). JFARX (1.12) is less costly to investors than VTSMX (0.06). JFARX is a more actively managed with annual turnover of: 8.00 vs. VTSMX (3.00). JFARX (0) and VTSMX (0) have matching initial minimum investment requirements. VTSMX annual gain was more profitable for investors over the last year : 24.94 vs. JFARX (-2.16). VTSMX return over 5 years is better than : 67.57 vs. JFARX (21.10).
| JFARX | VTSMX | JFARX / VTSMX | |
| Total Expense Ratio | 0.97 | 0.06 | 1,617% |
| Annual Report Gross Expense Ratio | 1.12 | 0.06 | 1,867% |
| Fund Existence | 11 years | 34 years | - |
| Gain YTD | -1.362 | 9.330 | -15% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 469M | 2.31T | 0% |
| Annual Yield % from dividends | 0.21 | 0.93 | 22% |
| Returns for 1 year | -2.16 | 24.94 | -9% |
| Returns for 3 years | 28.54 | 67.64 | 42% |
| Returns for 5 years | 21.10 | 67.57 | 31% |
| Returns for 10 years | 155.66 | 259.38 | 60% |
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