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JHROX vs VTIVX
JHROX vs VTIVX Comparison Chart
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JHROX vs. VTIVX commentary
Apr 30, 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 JHROX is a Hold and VTIVX is a Hold.
FUNDAMENTALS
Fundamentals
VTIVX has more cash in the bank: 89.4B vs. JHROX (851M). VTIVX pays higher dividends than JHROX: VTIVX (2.31) vs JHROX (1.95). JHROX was incepted earlier than VTIVX: JHROX (10 years) vs VTIVX (22 years). JHROX (1.02) is less costly to investors than VTIVX (0.08). VTIVX has a lower initial minimum investment than JHROX: VTIVX (1000) vs JHROX (250000). VTIVX annual gain was more profitable for investors over the last year : 7.51 vs. JHROX (5.72). VTIVX return over 5 years is better than : 37.64 vs. JHROX (17.45).
| JHROX | VTIVX | JHROX / VTIVX | |
| Total Expense Ratio | 0.70 | 0.08 | 875% |
| Annual Report Gross Expense Ratio | 1.02 | 0.08 | 1,275% |
| Fund Existence | 10 years | 22 years | - |
| Gain YTD | -1.908 | -0.371 | 515% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 851M | 89.4B | 1% |
| Annual Yield % from dividends | 1.95 | 2.31 | 84% |
| Returns for 1 year | 5.72 | 7.51 | 76% |
| Returns for 3 years | -2.29 | 21.50 | -11% |
| Returns for 5 years | 17.45 | 37.64 | 46% |
| Returns for 10 years | -1.15 | 59.77 | -2% |
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