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FCGTX vs JLIEX
FCGTX vs JLIEX Comparison Chart in %
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FCGTX vs. JLIEX commentary
Jun 25, 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: 46.7B vs. JLIEX (927M). JLIEX pays higher dividends than FCGTX: JLIEX (1.76) vs FCGTX (1.51). 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 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 : 9.56 vs. JLIEX (7.90). FCGTX return over 5 years is better than : 44.83 vs. JLIEX (14.94).
| 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 | 6.549 | 4.571 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 46.7B | 927M | 5,038% |
| Annual Yield % from dividends | 1.51 | 1.76 | 86% |
| Returns for 1 year | 9.56 | 7.90 | 121% |
| Returns for 3 years | 33.30 | 9.24 | 360% |
| Returns for 5 years | 44.83 | 14.94 | 300% |
| Returns for 10 years | N/A | 2.03 | - |
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