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FCQTX vs JAAKX
FCQTX vs JAAKX Comparison Chart
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FCQTX vs. JAAKX commentary
May 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 FCQTX is a Hold and JAAKX is a Sell.
FUNDAMENTALS
Fundamentals
FCQTX has more cash in the bank: 4.43B vs. JAAKX (103M). JAAKX pays higher dividends than FCQTX: JAAKX (1.73) vs FCQTX (1.12). FCQTX was incepted earlier than JAAKX: FCQTX (5 years) vs JAAKX (5 years). JAAKX (0.88) is less costly to investors than FCQTX (0.39). JAAKX is a more actively managed with annual turnover of: 41.00 vs. FCQTX (4.00). FCQTX (1000000) and JAAKX (1000000) have matching initial minimum investment requirements. FCQTX (6.78) and JAAKX (6.65) have marching annual gain over last year.
| FCQTX | JAAKX | FCQTX / JAAKX | |
| Total Expense Ratio | 0.39 | 0.32 | 122% |
| Annual Report Gross Expense Ratio | 0.39 | 0.88 | 44% |
| Fund Existence | 5 years | 5 years | - |
| Gain YTD | 0.858 | 0.710 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.43B | 103M | 4,297% |
| Annual Yield % from dividends | 1.12 | 1.73 | 65% |
| Returns for 1 year | 6.78 | 6.65 | 102% |
| Returns for 3 years | 30.17 | 29.70 | 102% |
| Returns for 5 years | 66.00 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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