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JRGRX vs VFAIX
JRGRX vs VFAIX Comparison
Open Charts JRGRX vs VFAIX
JHancock Regional Bank R6
Price$29.19
Change-$0.07 (-0.24%)
VolumeN/A
Net Assets835.35M
Vanguard Financials Index Admiral
Price$65.29
Change+$0.45 (+0.69%)
VolumeN/A
Net Assets13.76B
JRGRX vs VFAIX Comparison Chart in %
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JRGRX vs. VFAIX commentary
Jul 28, 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 JRGRX is a StrongBuy and VFAIX is a Buy.
FUNDAMENTALS
Fundamentals
VFAIX has more cash in the bank: 13.8B vs. JRGRX (835M). JRGRX pays higher dividends than VFAIX: JRGRX (2.07) vs VFAIX (1.72). JRGRX was incepted earlier than VFAIX: JRGRX (8 years) vs VFAIX (21 years). JRGRX (0.86) is less costly to investors than VFAIX (0.09). VFAIX is a more actively managed with annual turnover of: 5.00 vs. JRGRX (3.00). VFAIX has a lower initial minimum investment than JRGRX: VFAIX (100000) vs JRGRX (1000000). VFAIX annual gain was more profitable for investors over the last year : 24.73 vs. JRGRX (2.32). VFAIX return over 5 years is better than : 119.87 vs. JRGRX (75.76).
| JRGRX | VFAIX | JRGRX / VFAIX | |
| Total Expense Ratio | 0.85 | 0.09 | 944% |
| Annual Report Gross Expense Ratio | 0.86 | 0.09 | 956% |
| Fund Existence | 8 years | 21 years | - |
| Gain YTD | 3.525 | 10.545 | 33% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 835M | 13.8B | 6% |
| Annual Yield % from dividends | 2.07 | 1.72 | 120% |
| Returns for 1 year | 2.32 | 24.73 | 9% |
| Returns for 3 years | 10.11 | 63.73 | 16% |
| Returns for 5 years | 75.76 | 119.87 | 63% |
| Returns for 10 years | N/A | 160.20 | - |
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