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JLKAX vs VFIFX
JLKAX vs VFIFX Comparison Chart
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JLKAX vs. VFIFX commentary
Jun 07, 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 JLKAX is a Hold and VFIFX is a Hold.
FUNDAMENTALS
Fundamentals
VFIFX has more cash in the bank: 82.1B vs. JLKAX (614M). VFIFX pays higher dividends than JLKAX: VFIFX (2.08) vs JLKAX (1.39). JLKAX was incepted earlier than VFIFX: JLKAX (13 years) vs VFIFX (19 years). JLKAX (1.33) is less costly to investors than VFIFX (0.08). JLKAX (1000) and VFIFX (1000) have matching initial minimum investment requirements. VFIFX annual gain was more profitable for investors over the last year : 10.29 vs. JLKAX (8.73). VFIFX return over 5 years is better than : 40.15 vs. JLKAX (19.81).
| JLKAX | VFIFX | JLKAX / VFIFX | |
| Total Expense Ratio | 1.01 | 0.08 | 1,263% |
| Annual Report Gross Expense Ratio | 1.33 | 0.08 | 1,663% |
| Fund Existence | 13 years | 19 years | - |
| Gain YTD | 4.608 | 6.240 | 74% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 614M | 82.1B | 1% |
| Annual Yield % from dividends | 1.39 | 2.08 | 67% |
| Returns for 1 year | 8.73 | 10.29 | 85% |
| Returns for 3 years | 8.89 | 30.32 | 29% |
| Returns for 5 years | 19.81 | 40.15 | 49% |
| Returns for 10 years | 20.01 | 82.73 | 24% |
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