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JLIOX vs VFORX
JLIOX vs VFORX Comparison Chart in %
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JLIOX vs. VFORX commentary
Aug 06, 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 JLIOX is a Hold and VFORX is a Hold.
FUNDAMENTALS
Fundamentals
VFORX has more cash in the bank: 100B vs. JLIOX (939M). VFORX pays higher dividends than JLIOX: VFORX (2.22) vs JLIOX (2.09). JLIOX was incepted earlier than VFORX: JLIOX (19 years) vs VFORX (19 years). JLIOX (0.95) is less costly to investors than VFORX (0.08). JLIOX is a more actively managed with annual turnover of: 17.00 vs. VFORX (2.00). JLIOX has a lower initial minimum investment than VFORX: JLIOX (0) vs VFORX (1000). JLIOX (16.32) and VFORX (16.16) have marching annual gain over last year. VFORX return over 5 years is better than : 22.95 vs. JLIOX (13.09).
| JLIOX | VFORX | JLIOX / 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 | 8.910 | 10.065 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 939M | 100B | 1% |
| Annual Yield % from dividends | 2.09 | 2.22 | 94% |
| Returns for 1 year | 16.32 | 16.16 | 101% |
| Returns for 3 years | 11.61 | 33.20 | 35% |
| Returns for 5 years | 13.09 | 22.95 | 57% |
| Returns for 10 years | 20.07 | 66.70 | 30% |
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