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FDKVX vs JROUX
FDKVX vs JROUX Comparison Chart
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FDKVX vs. JROUX commentary
May 14, 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 JROUX is a Hold.
FUNDAMENTALS
Fundamentals
FDKVX has more cash in the bank: 6.12B vs. JROUX (310M). JROUX pays higher dividends than FDKVX: JROUX (1.69) vs FDKVX (1.01). FDKVX was incepted earlier than JROUX: FDKVX (11 years) vs JROUX (9 years). JROUX (1.31) is less costly to investors than FDKVX (0.75). FDKVX (0) and JROUX (0) have matching initial minimum investment requirements. JROUX annual gain was more profitable for investors over the last year : 8.30 vs. FDKVX (7.58). FDKVX return over 5 years is better than : 53.05 vs. JROUX (40.57).
| FDKVX | JROUX | FDKVX / JROUX | |
| Total Expense Ratio | 0.75 | 0.83 | 90% |
| Annual Report Gross Expense Ratio | 0.75 | 1.31 | 57% |
| Fund Existence | 11 years | 9 years | - |
| Gain YTD | 2.474 | 2.566 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.12B | 310M | 1,973% |
| Annual Yield % from dividends | 1.01 | 1.69 | 60% |
| Returns for 1 year | 7.58 | 8.30 | 91% |
| Returns for 3 years | 33.63 | 15.94 | 211% |
| Returns for 5 years | 53.05 | 40.57 | 131% |
| Returns for 10 years | 48.49 | N/A | - |
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