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JLIHX vs VFORX
JLIHX vs VFORX Comparison Chart in %
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JLIHX vs. VFORX commentary
Sep 11, 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 JLIHX is a Hold and VFORX is a Hold.
FUNDAMENTALS
Fundamentals
VFORX has more cash in the bank: 103B vs. JLIHX (966M). VFORX pays higher dividends than JLIHX: VFORX (2.17) vs JLIHX (2.02). JLIHX was incepted earlier than VFORX: JLIHX (19 years) vs VFORX (19 years). JLIHX (0.95) is less costly to investors than VFORX (0.08). JLIHX is a more actively managed with annual turnover of: 17.00 vs. VFORX (2.00). JLIHX has a lower initial minimum investment than VFORX: JLIHX (0) vs VFORX (1000). VFORX (14.47) and JLIHX (14.47) have marching annual gain over last year. VFORX return over 5 years is better than : 27.34 vs. JLIHX (16.12).
| JLIHX | VFORX | JLIHX / VFORX | |
| Total Expense Ratio | 0.63 | 0.08 | 788% |
| Annual Report Gross Expense Ratio | 0.95 | 0.08 | 1,188% |
| Fund Existence | 19 years | 19 years | - |
| Gain YTD | 12.394 | 13.535 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 966M | 103B | 1% |
| Annual Yield % from dividends | 2.02 | 2.17 | 93% |
| Returns for 1 year | 14.47 | 14.47 | 100% |
| Returns for 3 years | 16.60 | 40.75 | 41% |
| Returns for 5 years | 16.12 | 27.34 | 59% |
| Returns for 10 years | 22.35 | 82.18 | 27% |
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