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FDKVX vs JJERX
FDKVX vs JJERX Comparison Chart
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FDKVX vs. JJERX commentary
Dec 21, 2024
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 FDKVX is a Hold and JJERX is a Hold.
FUNDAMENTALS
Fundamentals
FDKVX has more cash in the bank: 6.22B vs. JJERX (315M). JJERX pays higher dividends than FDKVX: JJERX (1.45) vs FDKVX (1.14). FDKVX was incepted earlier than JJERX: FDKVX (10 years) vs JJERX (9 years). FDKVX is a more actively managed with annual turnover of: 20.00 vs. JJERX (14.00). FDKVX has a lower initial minimum investment than JJERX: FDKVX (0) vs JJERX (1000). FDKVX annual gain was more profitable for investors over the last year : 15.13 vs. JJERX (13.87). FDKVX return over 5 years is better than : 23.17 vs. JJERX (14.94).
| FDKVX | JJERX | FDKVX / JJERX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 9 years | - |
| Gain YTD | 14.154 | 14.873 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.22B | 315M | 1,976% |
| Annual Yield % from dividends | 1.14 | 1.45 | 79% |
| Returns for 1 year | 15.13 | 13.87 | 109% |
| Returns for 3 years | 1.54 | -9.24 | -17% |
| Returns for 5 years | 23.17 | 14.94 | 155% |
| Returns for 10 years | 53.22 | N/A | - |
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