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JRLZX vs VFIFX
JRLZX vs VFIFX Comparison Chart in %
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JRLZX vs. VFIFX commentary
Oct 08, 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: 92.4B vs. JRLZX (746M). VFIFX pays higher dividends than JRLZX: VFIFX (1.86) vs JRLZX (1.52). 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 : 16.50 vs. VFIFX (15.44). JRLZX return over 5 years is better than : 52.54 vs. VFIFX (46.68).
| 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 | 17.687 | 18.800 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 746M | 92.4B | 1% |
| Annual Yield % from dividends | 1.52 | 1.86 | 82% |
| Returns for 1 year | 16.50 | 15.44 | 107% |
| Returns for 3 years | 61.69 | 67.49 | 91% |
| Returns for 5 years | 52.54 | 46.68 | 113% |
| Returns for 10 years | 91.22 | 112.19 | 81% |
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