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JIMFX vs VTBIX
JIMFX vs VTBIX Comparison
Open Charts JIMFX vs VTBIX
Johnson Institutional Core Bond F
Price$14.61
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets1.82B
Vanguard Total Bond Market II Idx I
Price$9.49
Change-$0.01 (-0.11%)
VolumeN/A
Net Assets317.85B
JIMFX vs VTBIX Comparison Chart
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JIMFX vs. VTBIX commentary
Mar 11, 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 VTBIX is a Hold.
FUNDAMENTALS
Fundamentals
VTBIX has more cash in the bank: 318B vs. JIMFX (1.82B). VTBIX (3.69) and JIMFX (3.54) have matching dividends . JIMFX was incepted earlier than VTBIX: JIMFX (7 years) vs VTBIX (16 years). JIMFX (0.55) is less costly to investors than VTBIX (0.09). VTBIX is a more actively managed with annual turnover of: 39.00 vs. JIMFX (31.63). VTBIX has a lower initial minimum investment than JIMFX: VTBIX (0) vs JIMFX (500000). JIMFX annual gain was more profitable for investors over the last year : 4.00 vs. VTBIX (0.21). JIMFX return over 5 years is better than : -6.75 vs. VTBIX (-17.87).
| JIMFX | VTBIX | JIMFX / VTBIX | |
| Total Expense Ratio | 0.40 | 0.09 | 444% |
| Annual Report Gross Expense Ratio | 0.55 | 0.09 | 611% |
| Fund Existence | 7 years | 16 years | - |
| Gain YTD | 2.366 | 1.389 | 170% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.82B | 318B | 1% |
| Annual Yield % from dividends | 3.54 | 3.69 | 96% |
| Returns for 1 year | 4.00 | 0.21 | 1,893% |
| Returns for 3 years | -2.02 | -9.93 | 20% |
| Returns for 5 years | -6.75 | -17.87 | 38% |
| Returns for 10 years | N/A | -11.32 | - |
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