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JLIHX vs VFORX
JLIHX vs VFORX Comparison Chart in %
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JLIHX vs. VFORX commentary
Oct 26, 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: 106B vs. JLIHX (992M). VFORX pays higher dividends than JLIHX: VFORX (2.11) vs JLIHX (1.97). 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). JLIHX (14.33) and VFORX (14.30) have marching annual gain over last year. VFORX return over 5 years is better than : 27.05 vs. JLIHX (14.89).
| 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 | 16.272 | 16.937 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 992M | 106B | 1% |
| Annual Yield % from dividends | 1.97 | 2.11 | 93% |
| Returns for 1 year | 14.33 | 14.30 | 100% |
| Returns for 3 years | 28.95 | 53.72 | 54% |
| Returns for 5 years | 14.89 | 27.05 | 55% |
| Returns for 10 years | 22.22 | 80.79 | 28% |
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