Interact to see
Advertisement
Advertisement
AIFRX vs JEEIX
AIFRX vs JEEIX Comparison
Open Charts AIFRX vs JEEIX
AIFRX vs JEEIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AIFRX vs. JEEIX commentary
Aug 15, 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 AIFRX is a Buy and JEEIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JEEIX has more cash in the bank: 1.38B vs. AIFRX (47M). AIFRX (1.89) and JEEIX (1.85) have matching dividends . AIFRX was incepted earlier than JEEIX: AIFRX (18 years) vs JEEIX (13 years). AIFRX (1.35) is less costly to investors than JEEIX (0.97). JEEIX is a more actively managed with annual turnover of: 35.00 vs. AIFRX (25.00). JEEIX has a lower initial minimum investment than AIFRX: JEEIX (250000) vs AIFRX (1000000). JEEIX annual gain was more profitable for investors over the last year : 16.37 vs. AIFRX (11.07). JEEIX return over 5 years is better than : 45.57 vs. AIFRX (34.62).
| AIFRX | JEEIX | AIFRX / JEEIX | |
| Total Expense Ratio | 0.99 | 0.96 | 103% |
| Annual Report Gross Expense Ratio | 1.35 | 0.97 | 139% |
| Fund Existence | 18 years | 13 years | - |
| Gain YTD | 12.616 | 11.487 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250000 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 47M | 1.38B | 3% |
| Annual Yield % from dividends | 1.89 | 1.85 | 102% |
| Returns for 1 year | 11.07 | 16.37 | 68% |
| Returns for 3 years | 39.52 | 66.54 | 59% |
| Returns for 5 years | 34.62 | 45.57 | 76% |
| Returns for 10 years | 114.70 | 100.49 | 114% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers