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FDKVX vs JJERX
FDKVX vs JJERX Comparison Chart in %
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FDKVX vs. JJERX commentary
Jul 01, 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: 6.52B vs. JJERX (328M). JJERX pays higher dividends than FDKVX: JJERX (1.37) vs FDKVX (0.97). FDKVX was incepted earlier than JJERX: FDKVX (11 years) vs JJERX (9 years). JJERX (1.37) is less costly to investors than FDKVX (0.68). FDKVX has a lower initial minimum investment than JJERX: FDKVX (0) vs JJERX (1000). FDKVX (11.92) and JJERX (11.43) have marching annual gain over last year. FDKVX return over 5 years is better than : 46.63 vs. JJERX (31.98).
| FDKVX | JJERX | FDKVX / JJERX | |
| Total Expense Ratio | 0.68 | 0.99 | 69% |
| Annual Report Gross Expense Ratio | 0.68 | 1.37 | 50% |
| Fund Existence | 11 years | 9 years | - |
| Gain YTD | 8.660 | 7.788 | 111% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.52B | 328M | 1,988% |
| Annual Yield % from dividends | 0.97 | 1.37 | 71% |
| Returns for 1 year | 11.92 | 11.43 | 104% |
| Returns for 3 years | 48.06 | 26.38 | 182% |
| Returns for 5 years | 46.63 | 31.98 | 146% |
| Returns for 10 years | 60.75 | N/A | - |
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