Interact to see
Advertisement
Advertisement
FCGTX vs JLIEX
FCGTX vs JLIEX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FCGTX vs. JLIEX commentary
Jul 17, 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 FCGTX is a Hold and JLIEX is a Hold.
FUNDAMENTALS
Fundamentals
FCGTX has more cash in the bank: 48.1B vs. JLIEX (941M). JLIEX pays higher dividends than FCGTX: JLIEX (1.69) vs FCGTX (1.44). FCGTX was incepted earlier than JLIEX: FCGTX (8 years) vs JLIEX (13 years). JLIEX (1.40) is less costly to investors than FCGTX (0.36). JLIEX is a more actively managed with annual turnover of: 17.00 vs. FCGTX (6.00). JLIEX has a lower initial minimum investment than FCGTX: JLIEX (0) vs FCGTX (1000000). FCGTX annual gain was more profitable for investors over the last year : 10.83 vs. JLIEX (8.49). FCGTX return over 5 years is better than : 43.68 vs. JLIEX (13.29).
| FCGTX | JLIEX | FCGTX / JLIEX | |
| Total Expense Ratio | 0.36 | 1.08 | 33% |
| Annual Report Gross Expense Ratio | 0.36 | 1.40 | 26% |
| Fund Existence | 8 years | 13 years | - |
| Gain YTD | 10.459 | 8.286 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 48.1B | 941M | 5,112% |
| Annual Yield % from dividends | 1.44 | 1.69 | 85% |
| Returns for 1 year | 10.83 | 8.49 | 128% |
| Returns for 3 years | 40.69 | 15.67 | 260% |
| Returns for 5 years | 43.68 | 13.29 | 329% |
| Returns for 10 years | N/A | 5.83 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| BKWO | 36.49 | 0.21 | +0.58% |
| BNY Mellon Women's Opportunities ETF | |||
| IVVM | 32.62 | 0.01 | +0.03% |
| iShares Large Cap Moderate Buffer ETF | |||
| BENJ | 50.92 | -0.01 | -0.01% |
| Horizon Landmark ETF | |||
| ICF | 60.84 | -0.75 | -1.22% |
| iShares Select U.S. REIT ETF | |||
| JPUS | 118.03 | -1.66 | -1.39% |
| JPMorgan Diversified Return US Eq ETF | |||