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JRETX vs VTTSX
JRETX vs VTTSX Comparison Chart
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JRETX vs. VTTSX commentary
Dec 21, 2024
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 JRETX is a Hold and VTTSX is a Hold.
FUNDAMENTALS
Fundamentals
VTTSX has more cash in the bank: 30.5B vs. JRETX (315M). VTTSX pays higher dividends than JRETX: VTTSX (2.00) vs JRETX (1.76). JRETX was incepted earlier than VTTSX: JRETX (9 years) vs VTTSX (13 years). JRETX is a more actively managed with annual turnover of: 14.00 vs. VTTSX (1.00). JRETX has a lower initial minimum investment than VTTSX: JRETX (0) vs VTTSX (1000). JRETX annual gain was more profitable for investors over the last year : 15.74 vs. VTTSX (14.78). VTTSX return over 5 years is better than : 37.93 vs. JRETX (18.94).
| JRETX | VTTSX | JRETX / VTTSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 13 years | - |
| Gain YTD | 15.340 | 14.336 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 315M | 30.5B | 1% |
| Annual Yield % from dividends | 1.76 | 2.00 | 88% |
| Returns for 1 year | 15.74 | 14.78 | 106% |
| Returns for 3 years | -5.70 | 8.34 | -68% |
| Returns for 5 years | 18.94 | 37.93 | 50% |
| Returns for 10 years | N/A | 92.28 | - |