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FAWTX vs JJERX
FAWTX vs JJERX Comparison Chart
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FAWTX vs. JJERX commentary
Jun 10, 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 FAWTX is a Hold and JJERX is a Hold.
FUNDAMENTALS
Fundamentals
FAWTX has more cash in the bank: 16.4B vs. JJERX (319M). JJERX pays higher dividends than FAWTX: JJERX (1.37) vs FAWTX (0.76). FAWTX was incepted earlier than JJERX: FAWTX (10 years) vs JJERX (9 years). JJERX (1.37) is less costly to investors than FAWTX (0.75). FAWTX has a lower initial minimum investment than JJERX: FAWTX (250) vs JJERX (1000). FAWTX annual gain was more profitable for investors over the last year : 11.21 vs. JJERX (10.16). FAWTX return over 5 years is better than : 44.23 vs. JJERX (27.28).
| FAWTX | JJERX | FAWTX / JJERX | |
| Total Expense Ratio | 0.75 | 0.99 | 76% |
| Annual Report Gross Expense Ratio | 0.75 | 1.37 | 55% |
| Fund Existence | 10 years | 9 years | - |
| Gain YTD | 6.749 | 5.437 | 124% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.4B | 319M | 5,141% |
| Annual Yield % from dividends | 0.76 | 1.37 | 56% |
| Returns for 1 year | 11.21 | 10.16 | 110% |
| Returns for 3 years | 35.03 | 20.11 | 174% |
| Returns for 5 years | 44.23 | 27.28 | 162% |
| Returns for 10 years | 90.47 | N/A | - |
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