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JLKAX vs VFIFX
JLKAX vs VFIFX Comparison Chart
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JLKAX vs. VFIFX commentary
Jan 20, 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: 76.7B vs. JLKAX (615M). VFIFX pays higher dividends than JLKAX: VFIFX (2.07) vs JLKAX (1.44). JLKAX was incepted earlier than VFIFX: JLKAX (13 years) vs VFIFX (19 years). JLKAX is a more actively managed with annual turnover of: 17.00 vs. VFIFX (2.00). JLKAX (1000) and VFIFX (1000) have matching initial minimum investment requirements. JLKAX annual gain was more profitable for investors over the last year : 17.64 vs. VFIFX (16.15). VFIFX return over 5 years is better than : 27.47 vs. JLKAX (12.18).
| JLKAX | VFIFX | JLKAX / VFIFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 19 years | - |
| Gain YTD | 2.021 | 1.545 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 615M | 76.7B | 1% |
| Annual Yield % from dividends | 1.44 | 2.07 | 70% |
| Returns for 1 year | 17.64 | 16.15 | 109% |
| Returns for 3 years | -5.19 | 13.09 | -40% |
| Returns for 5 years | 12.18 | 27.47 | 44% |
| Returns for 10 years | 22.91 | 81.68 | 28% |
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