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BTBFX vs JULGX
BTBFX vs JULGX Comparison
Open Charts BTBFX vs JULGX
Boston Trust Asset Management
Price$60.31
Change-$0.74 (-1.21%)
VolumeN/A
Net Assets552.66M
JHancock Multimanager Lifestyle Gr R6
Price$13.81
Change-$0.03 (-0.22%)
VolumeN/A
Net Assets8.16B
BTBFX vs JULGX Comparison Chart
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BTBFX vs. JULGX commentary
Mar 12, 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 BTBFX is a Hold and JULGX is a Hold.
FUNDAMENTALS
Fundamentals
JULGX has more cash in the bank: 8.16B vs. BTBFX (553M). JULGX pays higher dividends than BTBFX: JULGX (2.33) vs BTBFX (1.43). BTBFX was incepted earlier than JULGX: BTBFX (29 years) vs JULGX (14 years). JULGX (0.98) is less costly to investors than BTBFX (0.82). JULGX is a more actively managed with annual turnover of: 13.00 vs. BTBFX (7.52). BTBFX has a lower initial minimum investment than JULGX: BTBFX (100000) vs JULGX (1000000). JULGX annual gain was more profitable for investors over the last year : 5.18 vs. BTBFX (2.05). BTBFX return over 5 years is better than : 41.52 vs. JULGX (34.69).
| BTBFX | JULGX | BTBFX / JULGX | |
| Total Expense Ratio | 0.82 | 0.98 | 84% |
| Annual Report Gross Expense Ratio | 0.82 | 0.98 | 84% |
| Fund Existence | 29 years | 14 years | - |
| Gain YTD | -0.925 | -1.213 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 553M | 8.16B | 7% |
| Annual Yield % from dividends | 1.43 | 2.33 | 61% |
| Returns for 1 year | 2.05 | 5.18 | 40% |
| Returns for 3 years | 4.91 | -0.60 | -815% |
| Returns for 5 years | 41.52 | 34.69 | 120% |
| Returns for 10 years | 64.48 | -0.75 | -8,553% |
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