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JRTYX vs VFIFX
JRTYX vs VFIFX Comparison Chart in %
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JRTYX vs. VFIFX commentary
Aug 03, 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 Hold and VFIFX is a Hold.
FUNDAMENTALS
Fundamentals
VFIFX has more cash in the bank: 85.9B vs. JRTYX (688M). 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 : 13.61 vs. VFIFX (12.83). JRTYX return over 5 years is better than : 45.55 vs. VFIFX (41.79).
| 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 | 8.424 | 9.811 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 688M | 85.9B | 1% |
| Annual Yield % from dividends | 1.39 | 1.98 | 71% |
| Returns for 1 year | 13.61 | 12.83 | 106% |
| Returns for 3 years | 33.12 | 38.80 | 85% |
| Returns for 5 years | 45.55 | 41.79 | 109% |
| Returns for 10 years | 62.68 | 89.18 | 70% |
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| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| DEM | 45.07 | N/A | N/A |
| WisdomTree Emerging Markets High Div ETF | |||
| LALT | 21.55 | N/A | N/A |
| First Trust Multi-Strat Alt ETF | |||
| LJUL | 23.82 | N/A | -0.01% |
| Innovator Premium Income 15 Buf ETF -Jul | |||
| CGO | 11.48 | -0.08 | -0.69% |
| Calamos Global Total Return Fund | |||
| DWLD | 40.83 | -0.95 | -2.27% |
| Davis Select Worldwide ETF | |||