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JLJEX vs VTIVX
JLJEX vs VTIVX Comparison Chart
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JLJEX vs. VTIVX commentary
Apr 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 JLJEX is a Hold and VTIVX is a Hold.
FUNDAMENTALS
Fundamentals
VTIVX has more cash in the bank: 89.4B vs. JLJEX (851M). VTIVX pays higher dividends than JLJEX: VTIVX (2.31) vs JLJEX (1.58). JLJEX was incepted earlier than VTIVX: JLJEX (13 years) vs VTIVX (22 years). JLJEX (1.41) is less costly to investors than VTIVX (0.08). JLJEX has a lower initial minimum investment than VTIVX: JLJEX (0) vs VTIVX (1000). VTIVX annual gain was more profitable for investors over the last year : 7.51 vs. JLJEX (5.24). VTIVX return over 5 years is better than : 37.64 vs. JLJEX (15.70).
| JLJEX | VTIVX | JLJEX / VTIVX | |
| Total Expense Ratio | 1.09 | 0.08 | 1,363% |
| Annual Report Gross Expense Ratio | 1.41 | 0.08 | 1,763% |
| Fund Existence | 13 years | 22 years | - |
| Gain YTD | -2.103 | -0.371 | 567% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 851M | 89.4B | 1% |
| Annual Yield % from dividends | 1.58 | 2.31 | 68% |
| Returns for 1 year | 5.24 | 7.51 | 70% |
| Returns for 3 years | -3.07 | 21.50 | -14% |
| Returns for 5 years | 15.70 | 37.64 | 42% |
| Returns for 10 years | -4.85 | 59.77 | -8% |
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