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JFNIX vs VGHAX
JFNIX vs VGHAX Comparison Chart
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JFNIX vs. VGHAX 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 JFNIX is a Buy and VGHAX is a Hold.
FUNDAMENTALS
Fundamentals
VGHAX has more cash in the bank: 38.2B vs. JFNIX (4.66B). VGHAX pays higher dividends than JFNIX: VGHAX (0.92) vs JFNIX (0.39). JFNIX was incepted earlier than VGHAX: JFNIX (16 years) vs VGHAX (24 years). JFNIX (0.77) is less costly to investors than VGHAX (0.30). JFNIX is a more actively managed with annual turnover of: 35.00 vs. VGHAX (29.00). JFNIX has a lower initial minimum investment than VGHAX: JFNIX (2500) vs VGHAX (50000). JFNIX annual gain was more profitable for investors over the last year : -11.12 vs. VGHAX (-17.61). JFNIX return over 5 years is better than : 11.03 vs. VGHAX (-14.03).
| JFNIX | VGHAX | JFNIX / VGHAX | |
| Total Expense Ratio | 0.77 | 0.30 | 257% |
| Annual Report Gross Expense Ratio | 0.77 | 0.30 | 257% |
| Fund Existence | 16 years | 24 years | - |
| Gain YTD | -4.704 | -5.293 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 50000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.66B | 38.2B | 12% |
| Annual Yield % from dividends | 0.39 | 0.92 | 43% |
| Returns for 1 year | -11.12 | -17.61 | 63% |
| Returns for 3 years | 14.09 | -9.18 | -153% |
| Returns for 5 years | 11.03 | -14.03 | -79% |
| Returns for 10 years | 11.52 | -24.12 | -48% |
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