Interact to see
Advertisement
Advertisement
JRLZX vs VFIFX
JRLZX vs VFIFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JRLZX 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 JRLZX is a Buy and VFIFX is a Hold.
FUNDAMENTALS
Fundamentals
VFIFX has more cash in the bank: 86.8B vs. JRLZX (719M). VFIFX pays higher dividends than JRLZX: VFIFX (1.98) vs JRLZX (1.61). JRLZX was incepted earlier than VFIFX: JRLZX (12 years) vs VFIFX (19 years). JRLZX (0.65) is less costly to investors than VFIFX (0.08). JRLZX is a more actively managed with annual turnover of: 20.00 vs. VFIFX (1.00). VFIFX has a lower initial minimum investment than JRLZX: VFIFX (1000) vs JRLZX (1000000). JRLZX annual gain was more profitable for investors over the last year : 16.48 vs. VFIFX (15.14). JRLZX return over 5 years is better than : 48.87 vs. VFIFX (43.31).
| JRLZX | VFIFX | JRLZX / VFIFX | |
| Total Expense Ratio | 0.32 | 0.08 | 400% |
| Annual Report Gross Expense Ratio | 0.65 | 0.08 | 813% |
| Fund Existence | 12 years | 19 years | - |
| Gain YTD | 13.537 | 14.607 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 719M | 86.8B | 1% |
| Annual Yield % from dividends | 1.61 | 1.98 | 82% |
| Returns for 1 year | 16.48 | 15.14 | 109% |
| Returns for 3 years | 39.28 | 44.61 | 88% |
| Returns for 5 years | 48.87 | 43.31 | 113% |
| Returns for 10 years | 97.12 | 117.51 | 83% |