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FAMRX vs JFTUX
FAMRX vs JFTUX Comparison
Open Charts FAMRX vs JFTUX
Fidelity Asset Manager 85%
Price$29.91
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets4.94B
JPMorgan Investor Growth R6
Price$28.88
Change-$0.02 (-0.07%)
VolumeN/A
Net Assets6.27B
FAMRX vs JFTUX Comparison Chart in %
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FAMRX vs. JFTUX commentary
Aug 16, 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 FAMRX is a Buy and JFTUX is a Hold.
FUNDAMENTALS
Fundamentals
JFTUX has more cash in the bank: 6.27B vs. FAMRX (4.94B). JFTUX pays higher dividends than FAMRX: JFTUX (2.51) vs FAMRX (1.31). FAMRX was incepted earlier than JFTUX: FAMRX (26 years) vs JFTUX (8 years). FAMRX (0.65) is less costly to investors than JFTUX (0.49). FAMRX is a more actively managed with annual turnover of: 16.00 vs. JFTUX (5.00). FAMRX has a lower initial minimum investment than JFTUX: FAMRX (0) vs JFTUX (15000000). FAMRX (13.27) and JFTUX (13.23) have marching annual gain over last year. FAMRX return over 5 years is better than : 51.85 vs. JFTUX (46.13).
| FAMRX | JFTUX | FAMRX / JFTUX | |
| Total Expense Ratio | 0.65 | 0.49 | 133% |
| Annual Report Gross Expense Ratio | 0.65 | 0.49 | 133% |
| Fund Existence | 26 years | 8 years | - |
| Gain YTD | 13.205 | 11.178 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 15000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.94B | 6.27B | 79% |
| Annual Yield % from dividends | 1.31 | 2.51 | 52% |
| Returns for 1 year | 13.27 | 13.23 | 100% |
| Returns for 3 years | 33.33 | 29.31 | 114% |
| Returns for 5 years | 51.85 | 46.13 | 112% |
| Returns for 10 years | 88.88 | N/A | - |
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