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JSMIX vs VTHRX
JSMIX vs VTHRX Comparison Chart in %
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JSMIX vs. VTHRX commentary
Jun 27, 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 JSMIX is a Buy and VTHRX is a Hold.
FUNDAMENTALS
Fundamentals
VTHRX has more cash in the bank: 99.4B vs. JSMIX (4.18B). JSMIX pays higher dividends than VTHRX: JSMIX (3.21) vs VTHRX (2.60). JSMIX was incepted earlier than VTHRX: JSMIX (19 years) vs VTHRX (19 years). JSMIX (0.47) is less costly to investors than VTHRX (0.08). JSMIX is a more actively managed with annual turnover of: 20.00 vs. VTHRX (7.00). JSMIX has a lower initial minimum investment than VTHRX: JSMIX (0) vs VTHRX (1000). VTHRX annual gain was more profitable for investors over the last year : 8.46 vs. JSMIX (6.97). JSMIX (21.25) and VTHRX (20.57) have equivalent 5 years return.
| JSMIX | VTHRX | JSMIX / VTHRX | |
| Total Expense Ratio | 0.45 | 0.08 | 563% |
| Annual Report Gross Expense Ratio | 0.47 | 0.08 | 587% |
| Fund Existence | 19 years | 19 years | - |
| Gain YTD | 5.809 | 6.547 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.18B | 99.4B | 4% |
| Annual Yield % from dividends | 3.21 | 2.60 | 124% |
| Returns for 1 year | 6.97 | 8.46 | 82% |
| Returns for 3 years | 22.54 | 28.42 | 79% |
| Returns for 5 years | 21.25 | 20.57 | 103% |
| Returns for 10 years | 24.49 | 49.55 | 49% |
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