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JLFIX vs VTHRX
JLFIX vs VTHRX Comparison Chart in %
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JLFIX vs. VTHRX commentary
Sep 19, 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: 104B vs. JLFIX (1.09B). JLFIX pays higher dividends than VTHRX: JLFIX (2.77) vs VTHRX (2.45). 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 : 11.55 vs. VTHRX (10.60). VTHRX return over 5 years is better than : 19.19 vs. JLFIX (13.09).
| 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 | 12.178 | 13.068 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.09B | 104B | 1% |
| Annual Yield % from dividends | 2.77 | 2.45 | 113% |
| Returns for 1 year | 11.55 | 10.60 | 109% |
| Returns for 3 years | 21.04 | 38.07 | 55% |
| Returns for 5 years | 13.09 | 19.19 | 68% |
| Returns for 10 years | 19.61 | 65.82 | 30% |
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