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JIMFX vs VTBSX
JIMFX vs VTBSX Comparison
Open Charts JIMFX vs VTBSX
Johnson Institutional Core Bond F
Price$14.61
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets1.82B
Vanguard Total Bond Market Idx Instl Sel
Price$9.62
Change-$0.01 (-0.10%)
VolumeN/A
Net Assets354.91B
JIMFX vs VTBSX Comparison Chart
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JIMFX vs. VTBSX commentary
Mar 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 VTBSX is a Hold.
FUNDAMENTALS
Fundamentals
VTBSX has more cash in the bank: 355B vs. JIMFX (1.82B). VTBSX (3.69) and JIMFX (3.54) have matching dividends . JIMFX was incepted earlier than VTBSX: JIMFX (7 years) vs VTBSX (9 years). JIMFX (0.55) is less costly to investors than VTBSX (0.01). VTBSX is a more actively managed with annual turnover of: 36.00 vs. JIMFX (31.63). JIMFX has a lower initial minimum investment than VTBSX: JIMFX (500000) vs VTBSX (3000000000). JIMFX annual gain was more profitable for investors over the last year : 4.00 vs. VTBSX (0.31). JIMFX return over 5 years is better than : -6.75 vs. VTBSX (-17.09).
| JIMFX | VTBSX | JIMFX / VTBSX | |
| Total Expense Ratio | 0.40 | 0.01 | 4,000% |
| Annual Report Gross Expense Ratio | 0.55 | 0.01 | 5,500% |
| Fund Existence | 7 years | 9 years | - |
| Gain YTD | 2.366 | 1.477 | 160% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 3000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.82B | 355B | 1% |
| Annual Yield % from dividends | 3.54 | 3.69 | 96% |
| Returns for 1 year | 4.00 | 0.31 | 1,278% |
| Returns for 3 years | -2.02 | -9.80 | 21% |
| Returns for 5 years | -6.75 | -17.09 | 40% |
| Returns for 10 years | N/A | N/A | - |
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