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FAWTX vs JJERX
FAWTX vs JJERX Comparison Chart
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FAWTX vs. JJERX commentary
Dec 21, 2024
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: 14.7B vs. JJERX (315M). JJERX pays higher dividends than FAWTX: JJERX (1.45) vs FAWTX (1.00). FAWTX was incepted earlier than JJERX: FAWTX (10 years) vs JJERX (9 years). JJERX is a more actively managed with annual turnover of: 14.00 vs. FAWTX (1.00). 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 : 15.46 vs. JJERX (13.87). FAWTX return over 5 years is better than : 34.19 vs. JJERX (14.94).
| FAWTX | JJERX | FAWTX / JJERX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 9 years | - |
| Gain YTD | 15.806 | 14.873 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.7B | 315M | 4,667% |
| Annual Yield % from dividends | 1.00 | 1.45 | 69% |
| Returns for 1 year | 15.46 | 13.87 | 112% |
| Returns for 3 years | 4.23 | -9.24 | -46% |
| Returns for 5 years | 34.19 | 14.94 | 229% |
| Returns for 10 years | N/A | N/A | - |