Interact to see
Advertisement
Advertisement
CGARX vs JFTUX
CGARX vs JFTUX Comparison
Open Charts CGARX vs JFTUX
Calvert Growth Allocation R6
Price$29.71
Change+$0.02 (+0.07%)
VolumeN/A
Net Assets371.28M
JPMorgan Investor Growth R6
Price$29.41
Change+$0.05 (+0.17%)
VolumeN/A
Net Assets6.39B
CGARX vs JFTUX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
JFTUX has more cash in the bank: 6.39B vs. CGARX (371M). JFTUX pays higher dividends than CGARX: JFTUX (2.35) vs CGARX (1.43). CGARX was incepted earlier than JFTUX: CGARX (4 years) vs JFTUX (8 years). CGARX (0.64) is less costly to investors than JFTUX (0.49). CGARX is a more actively managed with annual turnover of: 23.00 vs. JFTUX (3.00). CGARX has a lower initial minimum investment than JFTUX: CGARX (5000000) vs JFTUX (15000000). JFTUX annual gain was more profitable for investors over the last year : 10.73 vs. CGARX (8.63).
| CGARX | JFTUX | CGARX / JFTUX | |
| Total Expense Ratio | 0.64 | 0.49 | 131% |
| Annual Report Gross Expense Ratio | 0.64 | 0.49 | 131% |
| Fund Existence | 4 years | 8 years | - |
| Gain YTD | 10.991 | 13.395 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 15000000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 371M | 6.39B | 6% |
| Annual Yield % from dividends | 1.43 | 2.35 | 61% |
| Returns for 1 year | 8.63 | 10.73 | 80% |
| Returns for 3 years | 35.29 | 39.00 | 91% |
| Returns for 5 years | N/A | 38.34 | - |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| LGMNX | 26.79 | 0.07 | +0.26% |
| Loomis Sayles Global Allocation N | |||
| SLAFX | 36.68 | N/A | N/A |
| DWS Latin America Equity S | |||
| COSTX | 12.96 | N/A | N/A |
| Columbia Overseas Core Institutional 2 | |||
| CGVYX | 27.51 | N/A | N/A |
| American Funds Global Insight 529-A | |||
| FBPGX | 27.17 | N/A | N/A |
| Cantor Fitzgerald Equity Dividend Plus A | |||