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JLKRX vs VFIFX
JLKRX vs VFIFX Comparison Chart
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JLKRX 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 JLKRX is a Hold and VFIFX is a Hold.
FUNDAMENTALS
Fundamentals
VFIFX has more cash in the bank: 76.7B vs. JLKRX (615M). VFIFX pays higher dividends than JLKRX: VFIFX (2.07) vs JLKRX (1.79). JLKRX was incepted earlier than VFIFX: JLKRX (13 years) vs VFIFX (19 years). JLKRX is a more actively managed with annual turnover of: 17.00 vs. VFIFX (2.00). VFIFX has a lower initial minimum investment than JLKRX: VFIFX (1000) vs JLKRX (1000000). JLKRX annual gain was more profitable for investors over the last year : 18.14 vs. VFIFX (16.15). VFIFX return over 5 years is better than : 27.47 vs. JLKRX (13.96).
| JLKRX | VFIFX | JLKRX / 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 | 2.015 | 1.545 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 615M | 76.7B | 1% |
| Annual Yield % from dividends | 1.79 | 2.07 | 86% |
| Returns for 1 year | 18.14 | 16.15 | 112% |
| Returns for 3 years | -4.34 | 13.09 | -33% |
| Returns for 5 years | 13.96 | 27.47 | 51% |
| Returns for 10 years | 26.33 | 81.68 | 32% |
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