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FDKVX vs JJERX
FDKVX vs JJERX Comparison Chart
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FDKVX vs. JJERX commentary
Apr 29, 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 FDKVX is a Hold and JJERX is a Hold.
FUNDAMENTALS
Fundamentals
FDKVX has more cash in the bank: 6.02B vs. JJERX (295M). JJERX pays higher dividends than FDKVX: JJERX (1.44) vs FDKVX (1.02). FDKVX was incepted earlier than JJERX: FDKVX (11 years) vs JJERX (9 years). JJERX (1.37) is less costly to investors than FDKVX (0.75). 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 : 7.13 vs. JJERX (5.37). FDKVX return over 5 years is better than : 41.36 vs. JJERX (28.69).
| FDKVX | JJERX | FDKVX / JJERX | |
| Total Expense Ratio | 0.75 | 0.99 | 76% |
| Annual Report Gross Expense Ratio | 0.75 | 1.37 | 55% |
| Fund Existence | 11 years | 9 years | - |
| Gain YTD | -0.069 | -2.425 | 3% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.02B | 295M | 2,041% |
| Annual Yield % from dividends | 1.02 | 1.44 | 71% |
| Returns for 1 year | 7.13 | 5.37 | 133% |
| Returns for 3 years | 17.97 | 6.24 | 288% |
| Returns for 5 years | 41.36 | 28.69 | 144% |
| Returns for 10 years | 45.67 | N/A | - |
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