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JLJIX vs VTIVX
JLJIX vs VTIVX Comparison Chart
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JLJIX vs. VTIVX commentary
May 23, 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 JLJIX is a Hold and VTIVX is a Hold.
FUNDAMENTALS
Fundamentals
VTIVX has more cash in the bank: 90.6B vs. JLJIX (901M). VTIVX pays higher dividends than JLJIX: VTIVX (2.29) vs JLJIX (2.06). JLJIX was incepted earlier than VTIVX: JLJIX (14 years) vs VTIVX (22 years). JLJIX (0.91) is less costly to investors than VTIVX (0.08). VTIVX has a lower initial minimum investment than JLJIX: VTIVX (1000) vs JLJIX (1000000). VTIVX annual gain was more profitable for investors over the last year : 9.10 vs. JLJIX (7.95). VTIVX return over 5 years is better than : 45.26 vs. JLJIX (24.56).
| JLJIX | VTIVX | JLJIX / VTIVX | |
| Total Expense Ratio | 0.59 | 0.08 | 737% |
| Annual Report Gross Expense Ratio | 0.91 | 0.08 | 1,138% |
| Fund Existence | 14 years | 22 years | - |
| Gain YTD | 4.294 | 5.190 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 901M | 90.6B | 1% |
| Annual Yield % from dividends | 2.06 | 2.29 | 90% |
| Returns for 1 year | 7.95 | 9.10 | 87% |
| Returns for 3 years | 8.47 | 33.11 | 26% |
| Returns for 5 years | 24.56 | 45.26 | 54% |
| Returns for 10 years | 3.35 | 67.24 | 5% |
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