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JRGRX vs VFAIX
JRGRX vs VFAIX Comparison
Open Charts JRGRX vs VFAIX
JHancock Regional Bank R6
Price$30.90
Change+$0.67 (+2.22%)
VolumeN/A
Net Assets843.24M
Vanguard Financials Index Admiral
Price$65.51
Change+$0.87 (+1.35%)
VolumeN/A
Net Assets14.04B
JRGRX vs VFAIX Comparison Chart in %
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JRGRX vs. VFAIX commentary
Dec 04, 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 Buy and VFAIX is a Buy.
FUNDAMENTALS
Fundamentals
VFAIX has more cash in the bank: 14B vs. JRGRX (843M). JRGRX pays higher dividends than VFAIX: JRGRX (1.86) vs VFAIX (1.58). JRGRX was incepted earlier than VFAIX: JRGRX (8 years) vs VFAIX (22 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 : 3.55 vs. JRGRX (-7.92). VFAIX return over 5 years is better than : 83.72 vs. JRGRX (40.23).
| 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 | 22 years | - |
| Gain YTD | 8.215 | 9.624 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 843M | 14B | 6% |
| Annual Yield % from dividends | 1.86 | 1.58 | 117% |
| Returns for 1 year | -7.92 | 3.55 | -223% |
| Returns for 3 years | 7.60 | 47.95 | 16% |
| Returns for 5 years | 40.23 | 83.72 | 48% |
| Returns for 10 years | N/A | 159.52 | - |
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