Interact to see
Advertisement
Advertisement
JLIEX vs VFORX
JLIEX vs VFORX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JLIEX vs. VFORX commentary
Jun 24, 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 JLIEX is a Hold and VFORX is a Hold.
FUNDAMENTALS
Fundamentals
VFORX has more cash in the bank: 96.2B vs. JLIEX (921M). VFORX pays higher dividends than JLIEX: VFORX (2.32) vs JLIEX (1.76). JLIEX was incepted earlier than VFORX: JLIEX (13 years) vs VFORX (19 years). JLIEX (1.40) is less costly to investors than VFORX (0.08). JLIEX has a lower initial minimum investment than VFORX: JLIEX (0) vs VFORX (1000). VFORX annual gain was more profitable for investors over the last year : 8.71 vs. JLIEX (7.90). VFORX return over 5 years is better than : 27.22 vs. JLIEX (14.94).
| JLIEX | VFORX | JLIEX / VFORX | |
| Total Expense Ratio | 1.08 | 0.08 | 1,350% |
| Annual Report Gross Expense Ratio | 1.40 | 0.08 | 1,750% |
| Fund Existence | 13 years | 19 years | - |
| Gain YTD | 4.571 | 5.576 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 921M | 96.2B | 1% |
| Annual Yield % from dividends | 1.76 | 2.32 | 76% |
| Returns for 1 year | 7.90 | 8.71 | 91% |
| Returns for 3 years | 9.24 | 32.90 | 28% |
| Returns for 5 years | 14.94 | 27.22 | 55% |
| Returns for 10 years | 2.03 | 56.81 | 4% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement