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JLKOX vs VFIFX
JLKOX vs VFIFX Comparison Chart
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JLKOX 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 JLKOX is a Hold and VFIFX is a Hold.
FUNDAMENTALS
Fundamentals
VFIFX has more cash in the bank: 76.7B vs. JLKOX (615M). VFIFX pays higher dividends than JLKOX: VFIFX (2.07) vs JLKOX (1.75). JLKOX was incepted earlier than VFIFX: JLKOX (14 years) vs VFIFX (19 years). JLKOX is a more actively managed with annual turnover of: 17.00 vs. VFIFX (2.00). JLKOX has a lower initial minimum investment than VFIFX: JLKOX (0) vs VFIFX (1000). JLKOX annual gain was more profitable for investors over the last year : 18.04 vs. VFIFX (16.15). VFIFX return over 5 years is better than : 27.47 vs. JLKOX (15.97).
| JLKOX | VFIFX | JLKOX / VFIFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 19 years | - |
| Gain YTD | 2.019 | 1.545 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 615M | 76.7B | 1% |
| Annual Yield % from dividends | 1.75 | 2.07 | 85% |
| Returns for 1 year | 18.04 | 16.15 | 112% |
| Returns for 3 years | -3.42 | 13.09 | -26% |
| Returns for 5 years | 15.97 | 27.47 | 58% |
| Returns for 10 years | 34.07 | 81.68 | 42% |
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