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ELDFX vs JFTUX
ELDFX vs JFTUX Comparison
Open Charts ELDFX vs JFTUX
Elfun Diversified
Price$20.97
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets178.8M
JPMorgan Investor Growth R6
Price$26.73
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets5.76B
ELDFX vs JFTUX Comparison Chart
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ELDFX vs. JFTUX commentary
May 23, 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 ELDFX is a StrongBuy and JFTUX is a Hold.
FUNDAMENTALS
Fundamentals
JFTUX has more cash in the bank: 5.76B vs. ELDFX (179M). ELDFX (2.83) and JFTUX (2.73) have matching dividends . ELDFX was incepted earlier than JFTUX: ELDFX (37 years) vs JFTUX (8 years). JFTUX (0.49) is less costly to investors than ELDFX (0.34). ELDFX is a more actively managed with annual turnover of: 27.00 vs. JFTUX (5.00). ELDFX has a lower initial minimum investment than JFTUX: ELDFX (500) vs JFTUX (15000000). JFTUX annual gain was more profitable for investors over the last year : 7.71 vs. ELDFX (5.51). JFTUX return over 5 years is better than : 55.17 vs. ELDFX (27.71).
| ELDFX | JFTUX | ELDFX / JFTUX | |
| Total Expense Ratio | 0.33 | 0.49 | 67% |
| Annual Report Gross Expense Ratio | 0.34 | 0.49 | 69% |
| Fund Existence | 37 years | 8 years | - |
| Gain YTD | 3.660 | 2.625 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 15000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 179M | 5.76B | 3% |
| Annual Yield % from dividends | 2.83 | 2.73 | 104% |
| Returns for 1 year | 5.51 | 7.71 | 71% |
| Returns for 3 years | 19.06 | 25.07 | 76% |
| Returns for 5 years | 27.71 | 55.17 | 50% |
| Returns for 10 years | 29.58 | N/A | - |
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