Interact to see
Advertisement
Advertisement
JRTYX vs VFIFX
JRTYX vs VFIFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JRTYX 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 JRTYX is a Buy and VFIFX is a Hold.
FUNDAMENTALS
Fundamentals
VFIFX has more cash in the bank: 86.8B vs. JRTYX (719M). VFIFX pays higher dividends than JRTYX: VFIFX (1.98) vs JRTYX (1.39). JRTYX was incepted earlier than VFIFX: JRTYX (12 years) vs VFIFX (19 years). JRTYX (0.99) is less costly to investors than VFIFX (0.08). JRTYX is a more actively managed with annual turnover of: 20.00 vs. VFIFX (1.00). JRTYX has a lower initial minimum investment than VFIFX: JRTYX (0) vs VFIFX (1000). JRTYX annual gain was more profitable for investors over the last year : 16.20 vs. VFIFX (15.14). JRTYX return over 5 years is better than : 47.65 vs. VFIFX (43.31).
| JRTYX | VFIFX | JRTYX / VFIFX | |
| Total Expense Ratio | 0.56 | 0.08 | 700% |
| Annual Report Gross Expense Ratio | 0.99 | 0.08 | 1,238% |
| Fund Existence | 12 years | 19 years | - |
| Gain YTD | 13.383 | 14.607 | 92% |
| 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 | 1.39 | 1.98 | 71% |
| Returns for 1 year | 16.20 | 15.14 | 107% |
| Returns for 3 years | 38.65 | 44.61 | 87% |
| Returns for 5 years | 47.65 | 43.31 | 110% |
| Returns for 10 years | 88.58 | 117.51 | 75% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| BTC | 51.71 | 2.05 | +4.13% |
| Grayscale Bitcoin Mini Trust ETF | |||
| COAL | 20.16 | 0.53 | +2.69% |
| Range Global Coal ETF | |||
| TRFK | 61.30 | 1.36 | +2.27% |
| Pacer Data and Digital Revolution ETF | |||
| CGBL | 34.07 | 0.39 | +1.16% |
| Capital Group Core Balanced ETF | |||
| XFLT | 5.48 | -0.02 | -0.36% |
| XAI Octagon Floating Rate and Alternative Income Trust | |||