Interact to see
Advertisement
Advertisement
FAWTX vs JJERX
FAWTX vs JJERX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FAWTX vs. JJERX commentary
Jul 01, 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: 17B vs. JJERX (328M). 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 : 13.11 vs. JJERX (11.43). FAWTX return over 5 years is better than : 49.89 vs. JJERX (31.98).
| 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 | 9.955 | 7.788 | 128% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17B | 328M | 5,183% |
| Annual Yield % from dividends | 0.76 | 1.37 | 56% |
| Returns for 1 year | 13.11 | 11.43 | 115% |
| Returns for 3 years | 42.98 | 26.38 | 163% |
| Returns for 5 years | 49.89 | 31.98 | 156% |
| Returns for 10 years | 98.13 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement