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FCHTX vs JLJIX
FCHTX vs JLJIX Comparison Chart
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FCHTX vs. JLJIX commentary
Jun 13, 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 FCHTX is a Hold and JLJIX is a Hold.
FUNDAMENTALS
Fundamentals
FCHTX has more cash in the bank: 40.8B vs. JLJIX (913M). JLJIX pays higher dividends than FCHTX: JLJIX (1.96) vs FCHTX (1.39). FCHTX was incepted earlier than JLJIX: FCHTX (8 years) vs JLJIX (14 years). JLJIX (0.91) is less costly to investors than FCHTX (0.37). FCHTX (1000000) and JLJIX (1000000) have matching initial minimum investment requirements. FCHTX annual gain was more profitable for investors over the last year : 11.73 vs. JLJIX (9.51). FCHTX return over 5 years is better than : 49.65 vs. JLJIX (21.52).
| FCHTX | JLJIX | FCHTX / JLJIX | |
| Total Expense Ratio | 0.37 | 0.59 | 63% |
| Annual Report Gross Expense Ratio | 0.37 | 0.91 | 41% |
| Fund Existence | 8 years | 14 years | - |
| Gain YTD | 8.108 | 6.011 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.8B | 913M | 4,469% |
| Annual Yield % from dividends | 1.39 | 1.96 | 71% |
| Returns for 1 year | 11.73 | 9.51 | 123% |
| Returns for 3 years | 39.73 | 15.07 | 264% |
| Returns for 5 years | 49.65 | 21.52 | 231% |
| Returns for 10 years | N/A | 7.16 | - |
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