Ad is loading...
JIMFX vs VBTLX
JIMFX vs VBTLX Comparison
Open Charts JIMFX vs VBTLX
Johnson Institutional Core Bond F
Price$14.29
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets1.77B
Vanguard Total Bond Market Index Adm
Price$9.44
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets342.04B
JIMFX vs VBTLX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JIMFX vs. VBTLX commentary
Jan 10, 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 JIMFX is a Hold and VBTLX is a Hold.
FUNDAMENTALS
Fundamentals
VBTLX has more cash in the bank: 342B vs. JIMFX (1.77B). VBTLX pays higher dividends than JIMFX: VBTLX (3.28) vs JIMFX (3.02). JIMFX was incepted earlier than VBTLX: JIMFX (7 years) vs VBTLX (23 years). VBTLX is a more actively managed with annual turnover of: 36.00 vs. JIMFX (31.63). VBTLX has a lower initial minimum investment than JIMFX: VBTLX (3000) vs JIMFX (500000). JIMFX annual gain was more profitable for investors over the last year : 1.37 vs. VBTLX (-1.87). JIMFX return over 5 years is better than : -3.78 vs. VBTLX (-14.76).
| JIMFX | VBTLX | JIMFX / VBTLX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 23 years | - |
| Gain YTD | -0.487 | -0.422 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 3000 | 16,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.77B | 342B | 1% |
| Annual Yield % from dividends | 3.02 | 3.28 | 92% |
| Returns for 1 year | 1.37 | -1.87 | -73% |
| Returns for 3 years | -7.46 | -14.14 | 53% |
| Returns for 5 years | -3.78 | -14.76 | 26% |
| Returns for 10 years | N/A | -12.63 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers