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AIFRX vs JEEIX
AIFRX vs JEEIX Comparison
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AIFRX vs JEEIX Comparison Chart in %
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AIFRX vs. JEEIX commentary
Jun 24, 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 Hold and JEEIX is a Buy.
FUNDAMENTALS
Fundamentals
JEEIX has more cash in the bank: 1.28B vs. AIFRX (47.8M). JEEIX pays higher dividends than AIFRX: JEEIX (2.00) vs AIFRX (1.89). 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 : 19.88 vs. AIFRX (15.40). JEEIX return over 5 years is better than : 46.91 vs. AIFRX (35.87).
| 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 | 12.027 | 10.086 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250000 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 47.8M | 1.28B | 4% |
| Annual Yield % from dividends | 1.89 | 2.00 | 95% |
| Returns for 1 year | 15.40 | 19.88 | 77% |
| Returns for 3 years | 39.05 | 65.23 | 60% |
| Returns for 5 years | 35.87 | 46.91 | 76% |
| Returns for 10 years | 132.97 | 111.81 | 119% |
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