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JIMFX vs VTBNX
JIMFX vs VTBNX Comparison
Open Charts JIMFX vs VTBNX
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 VTBNX Comparison Chart
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JIMFX vs. VTBNX 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 VTBNX is a Hold.
FUNDAMENTALS
Fundamentals
VTBNX has more cash in the bank: 318B vs. JIMFX (1.82B). VTBNX pays higher dividends than JIMFX: VTBNX (3.76) vs JIMFX (3.54). JIMFX was incepted earlier than VTBNX: JIMFX (7 years) vs VTBNX (16 years). JIMFX (0.55) is less costly to investors than VTBNX (0.02). VTBNX is a more actively managed with annual turnover of: 39.00 vs. JIMFX (31.63). JIMFX has a lower initial minimum investment than VTBNX: JIMFX (500000) vs VTBNX (5000000). JIMFX annual gain was more profitable for investors over the last year : 4.00 vs. VTBNX (0.21). JIMFX return over 5 years is better than : -6.75 vs. VTBNX (-17.86).
| JIMFX | VTBNX | JIMFX / VTBNX | |
| Total Expense Ratio | 0.40 | 0.02 | 2,000% |
| Annual Report Gross Expense Ratio | 0.55 | 0.02 | 2,750% |
| Fund Existence | 7 years | 16 years | - |
| Gain YTD | 2.366 | 1.389 | 170% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 5000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.82B | 318B | 1% |
| Annual Yield % from dividends | 3.54 | 3.76 | 94% |
| 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 | -17.86 | 38% |
| Returns for 10 years | N/A | -11.28 | - |
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