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AAHYX vs JULCX
AAHYX vs JULCX Comparison
Open Charts AAHYX vs JULCX
AAHYX vs JULCX Comparison Chart in %
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AAHYX vs. JULCX commentary
Aug 03, 2026
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 AAHYX is a Hold and JULCX is a Hold.
FUNDAMENTALS
Fundamentals
JULCX has more cash in the bank: 1.45B vs. AAHYX (907M). JULCX pays higher dividends than AAHYX: JULCX (4.04) vs AAHYX (3.75). AAHYX was incepted earlier than JULCX: AAHYX (30 years) vs JULCX (15 years). AAHYX (0.94) is less costly to investors than JULCX (0.81). AAHYX is a more actively managed with annual turnover of: 70.00 vs. JULCX (15.00). AAHYX has a lower initial minimum investment than JULCX: AAHYX (2000) vs JULCX (1000000). AAHYX (7.35) and JULCX (7.15) have marching annual gain over last year. JULCX return over 5 years is better than : 8.91 vs. AAHYX (4.05).
| AAHYX | JULCX | AAHYX / JULCX | |
| Total Expense Ratio | 0.94 | 0.81 | 116% |
| Annual Report Gross Expense Ratio | 0.94 | 0.81 | 116% |
| Fund Existence | 30 years | 15 years | - |
| Gain YTD | 3.053 | 2.884 | 106% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 907M | 1.45B | 63% |
| Annual Yield % from dividends | 3.75 | 4.04 | 93% |
| Returns for 1 year | 7.35 | 7.15 | 103% |
| Returns for 3 years | 19.92 | 24.20 | 82% |
| Returns for 5 years | 4.05 | 8.91 | 45% |
| Returns for 10 years | 27.50 | 34.86 | 79% |
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