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JHROX vs VTIVX
JHROX vs VTIVX Comparison Chart
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JHROX vs. VTIVX commentary
May 23, 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: 90.6B vs. JHROX (901M). VTIVX pays higher dividends than JHROX: VTIVX (2.29) 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 : 9.10 vs. JHROX (7.94). VTIVX return over 5 years is better than : 45.26 vs. JHROX (24.09).
| 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 | 4.294 | 5.190 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 901M | 90.6B | 1% |
| Annual Yield % from dividends | 1.95 | 2.29 | 85% |
| Returns for 1 year | 7.94 | 9.10 | 87% |
| Returns for 3 years | 8.23 | 33.11 | 25% |
| Returns for 5 years | 24.09 | 45.26 | 53% |
| Returns for 10 years | 4.07 | 67.24 | 6% |
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