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FAWTX vs JJERX
FAWTX vs JJERX Comparison Chart
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FAWTX vs. JJERX commentary
Apr 29, 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: 15B vs. JJERX (295M). JJERX pays higher dividends than FAWTX: JJERX (1.44) vs FAWTX (0.81). 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 (5.62) and JJERX (5.37) have marching annual gain over last year. FAWTX return over 5 years is better than : 44.37 vs. JJERX (28.69).
| 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 | -1.687 | -2.425 | 70% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15B | 295M | 5,085% |
| Annual Yield % from dividends | 0.81 | 1.44 | 56% |
| Returns for 1 year | 5.62 | 5.37 | 105% |
| Returns for 3 years | 18.96 | 6.24 | 304% |
| Returns for 5 years | 44.37 | 28.69 | 155% |
| Returns for 10 years | 74.90 | N/A | - |
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