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AVALX vs JNRRX
AVALX vs JNRRX Comparison
Open Charts AVALX vs JNRRX
AVALX vs JNRRX Comparison Chart in %
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AVALX vs. JNRRX 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 AVALX is a Hold and JNRRX is a Hold.
FUNDAMENTALS
Fundamentals
AVALX has more cash in the bank: 1.26B vs. JNRRX (955M). JNRRX pays higher dividends than AVALX: JNRRX (0.64) vs AVALX (0.61). AVALX was incepted earlier than JNRRX: AVALX (28 years) vs JNRRX (20 years). JNRRX (1.77) is less costly to investors than AVALX (1.36). JNRRX is a more actively managed with annual turnover of: 57.00 vs. AVALX (12.00). AVALX (46.60) and JNRRX (45.65) have marching annual gain over last year. AVALX return over 5 years is better than : 138.37 vs. JNRRX (97.40).
| AVALX | JNRRX | AVALX / JNRRX | |
| Total Expense Ratio | 1.36 | 1.52 | 89% |
| Annual Report Gross Expense Ratio | 1.36 | 1.77 | 77% |
| Fund Existence | 28 years | 20 years | - |
| Gain YTD | 14.520 | 16.618 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | N/A | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.26B | 955M | 132% |
| Annual Yield % from dividends | 0.61 | 0.64 | 95% |
| Returns for 1 year | 46.60 | 45.65 | 102% |
| Returns for 3 years | 106.45 | 70.51 | 151% |
| Returns for 5 years | 138.37 | 97.40 | 142% |
| Returns for 10 years | 399.50 | 165.41 | 242% |
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