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FDKVX vs JRETX
FDKVX vs JRETX Comparison Chart
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FDKVX vs. JRETX 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 JRETX is a Hold.
FUNDAMENTALS
Fundamentals
FDKVX has more cash in the bank: 6.22B vs. JRETX (315M). JRETX pays higher dividends than FDKVX: JRETX (1.76) vs FDKVX (1.14). FDKVX was incepted earlier than JRETX: FDKVX (10 years) vs JRETX (9 years). FDKVX is a more actively managed with annual turnover of: 20.00 vs. JRETX (14.00). FDKVX (0) and JRETX (0) have matching initial minimum investment requirements. FDKVX annual gain was more profitable for investors over the last year : 15.13 vs. JRETX (14.35). FDKVX return over 5 years is better than : 23.17 vs. JRETX (18.94).
| FDKVX | JRETX | FDKVX / JRETX | |
| 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 | 15.340 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.22B | 315M | 1,976% |
| Annual Yield % from dividends | 1.14 | 1.76 | 65% |
| Returns for 1 year | 15.13 | 14.35 | 105% |
| Returns for 3 years | 1.54 | -7.51 | -21% |
| Returns for 5 years | 23.17 | 18.94 | 122% |
| Returns for 10 years | 53.22 | N/A | - |
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