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FCJTX vs IRSVX
FCJTX vs IRSVX Comparison Chart
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FCJTX vs. IRSVX commentary
May 24, 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 FCJTX is a Hold and IRSVX is a Hold.
FUNDAMENTALS
Fundamentals
FCJTX has more cash in the bank: 25.5B vs. IRSVX (135M). IRSVX pays higher dividends than FCJTX: IRSVX (1.76) vs FCJTX (1.23). FCJTX was incepted earlier than IRSVX: FCJTX (8 years) vs IRSVX (12 years). FCJTX (0.39) and IRSVX (0.39) have similar cost to investors . IRSVX is a more actively managed with annual turnover of: 44.00 vs. FCJTX (5.00). IRSVX has a lower initial minimum investment than FCJTX: IRSVX (250000) vs FCJTX (1000000). IRSVX annual gain was more profitable for investors over the last year : 9.24 vs. FCJTX (8.40). FCJTX return over 5 years is better than : 49.07 vs. IRSVX (43.33).
| FCJTX | IRSVX | FCJTX / IRSVX | |
| Total Expense Ratio | 0.39 | 0.39 | 100% |
| Annual Report Gross Expense Ratio | 0.39 | 0.39 | 100% |
| Fund Existence | 8 years | 12 years | - |
| Gain YTD | 3.591 | 3.384 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250000 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 25.5B | 135M | 18,889% |
| Annual Yield % from dividends | 1.23 | 1.76 | 70% |
| Returns for 1 year | 8.40 | 9.24 | 91% |
| Returns for 3 years | 29.25 | 32.56 | 90% |
| Returns for 5 years | 49.07 | 43.33 | 113% |
| Returns for 10 years | N/A | 52.58 | - |
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