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JLJAX vs VTIVX
JLJAX vs VTIVX Comparison Chart in %
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JLJAX vs. VTIVX commentary
Sep 30, 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 JLJAX is a Hold and VTIVX is a Hold.
FUNDAMENTALS
Fundamentals
VTIVX has more cash in the bank: 102B vs. JLJAX (965M). VTIVX pays higher dividends than JLJAX: VTIVX (2.04) vs JLJAX (1.49). JLJAX was incepted earlier than VTIVX: JLJAX (19 years) vs VTIVX (22 years). JLJAX (1.32) is less costly to investors than VTIVX (0.08). JLJAX is a more actively managed with annual turnover of: 16.00 vs. VTIVX (1.00). JLJAX (1000) and VTIVX (1000) have matching initial minimum investment requirements. VTIVX annual gain was more profitable for investors over the last year : 12.32 vs. JLJAX (11.11). VTIVX return over 5 years is better than : 40.03 vs. JLJAX (16.94).
| JLJAX | VTIVX | JLJAX / VTIVX | |
| Total Expense Ratio | 1.00 | 0.08 | 1,250% |
| Annual Report Gross Expense Ratio | 1.32 | 0.08 | 1,650% |
| Fund Existence | 19 years | 22 years | - |
| Gain YTD | 14.162 | 15.774 | 90% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 965M | 102B | 1% |
| Annual Yield % from dividends | 1.49 | 2.04 | 73% |
| Returns for 1 year | 11.11 | 12.32 | 90% |
| Returns for 3 years | 31.43 | 62.55 | 50% |
| Returns for 5 years | 16.94 | 40.03 | 42% |
| Returns for 10 years | 21.80 | 103.01 | 21% |
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