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JLIEX vs VFORX
JLIEX vs VFORX Comparison Chart
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JLIEX vs. VFORX commentary
May 08, 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: 92.2B vs. JLIEX (888M). VFORX pays higher dividends than JLIEX: VFORX (2.42) vs JLIEX (1.84). 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 : 6.88 vs. JLIEX (5.42). VFORX return over 5 years is better than : 28.81 vs. JLIEX (16.48).
| 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 | 0.000 | 1.365 | - |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 888M | 92.2B | 1% |
| Annual Yield % from dividends | 1.84 | 2.42 | 76% |
| Returns for 1 year | 5.42 | 6.88 | 79% |
| Returns for 3 years | 0.52 | 23.21 | 2% |
| Returns for 5 years | 16.48 | 28.81 | 57% |
| Returns for 10 years | -2.83 | 49.40 | -6% |
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