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JRLWX vs VFIFX
JRLWX vs VFIFX Comparison Chart in %
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JRLWX vs. VFIFX commentary
Aug 25, 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 JRLWX is a Buy and VFIFX is a Hold.
FUNDAMENTALS
Fundamentals
VFIFX has more cash in the bank: 86.8B vs. JRLWX (719M). VFIFX pays higher dividends than JRLWX: VFIFX (1.98) vs JRLWX (1.58). JRLWX was incepted earlier than VFIFX: JRLWX (12 years) vs VFIFX (19 years). JRLWX (0.69) is less costly to investors than VFIFX (0.08). JRLWX is a more actively managed with annual turnover of: 20.00 vs. VFIFX (1.00). JRLWX has a lower initial minimum investment than VFIFX: JRLWX (0) vs VFIFX (1000). JRLWX annual gain was more profitable for investors over the last year : 16.35 vs. VFIFX (15.14). JRLWX return over 5 years is better than : 52.14 vs. VFIFX (43.31).
| JRLWX | VFIFX | JRLWX / VFIFX | |
| Total Expense Ratio | 0.36 | 0.08 | 450% |
| Annual Report Gross Expense Ratio | 0.69 | 0.08 | 863% |
| Fund Existence | 12 years | 19 years | - |
| Gain YTD | 13.528 | 14.607 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 719M | 86.8B | 1% |
| Annual Yield % from dividends | 1.58 | 1.98 | 80% |
| Returns for 1 year | 16.35 | 15.14 | 108% |
| Returns for 3 years | 40.93 | 44.61 | 92% |
| Returns for 5 years | 52.14 | 43.31 | 120% |
| Returns for 10 years | 107.65 | 117.51 | 92% |
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