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JLFIX vs VTHRX
JLFIX vs VTHRX Comparison Chart in %
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JLFIX vs. VTHRX commentary
Aug 25, 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 JLFIX is a Hold and VTHRX is a Hold.
FUNDAMENTALS
Fundamentals
VTHRX has more cash in the bank: 103B vs. JLFIX (1.08B). JLFIX pays higher dividends than VTHRX: JLFIX (2.83) vs VTHRX (2.50). JLFIX was incepted earlier than VTHRX: JLFIX (14 years) vs VTHRX (19 years). JLFIX (0.89) is less costly to investors than VTHRX (0.08). JLFIX is a more actively managed with annual turnover of: 17.00 vs. VTHRX (2.00). VTHRX has a lower initial minimum investment than JLFIX: VTHRX (1000) vs JLFIX (1000000). JLFIX annual gain was more profitable for investors over the last year : 10.92 vs. VTHRX (9.81). VTHRX return over 5 years is better than : 16.69 vs. JLFIX (10.40).
| JLFIX | VTHRX | JLFIX / VTHRX | |
| Total Expense Ratio | 0.58 | 0.08 | 725% |
| Annual Report Gross Expense Ratio | 0.89 | 0.08 | 1,113% |
| Fund Existence | 14 years | 19 years | - |
| Gain YTD | 10.320 | 11.167 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.08B | 103B | 1% |
| Annual Yield % from dividends | 2.83 | 2.50 | 113% |
| Returns for 1 year | 10.92 | 9.81 | 111% |
| Returns for 3 years | 14.17 | 30.22 | 47% |
| Returns for 5 years | 10.40 | 16.69 | 62% |
| Returns for 10 years | 21.94 | 67.84 | 32% |