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JLKAX vs VFIFX
JLKAX vs VFIFX Comparison Chart in %
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JLKAX vs. VFIFX commentary
Aug 02, 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: 85.9B vs. JLKAX (633M). VFIFX pays higher dividends than JLKAX: VFIFX (1.98) vs JLKAX (1.32). 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 is a more actively managed with annual turnover of: 19.00 vs. VFIFX (1.00). JLKAX (1000) and VFIFX (1000) have matching initial minimum investment requirements. VFIFX annual gain was more profitable for investors over the last year : 13.94 vs. JLKAX (12.35). VFIFX return over 5 years is better than : 43.19 vs. JLKAX (20.74).
| 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 | 8.892 | 10.895 | 82% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 633M | 85.9B | 1% |
| Annual Yield % from dividends | 1.32 | 1.98 | 67% |
| Returns for 1 year | 12.35 | 13.94 | 89% |
| Returns for 3 years | 17.57 | 40.17 | 44% |
| Returns for 5 years | 20.74 | 43.19 | 48% |
| Returns for 10 years | 25.54 | 91.05 | 28% |
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