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FIKVX vs JCLCX
FIKVX vs JCLCX Comparison
Open Charts FIKVX vs JCLCX
FIKVX vs JCLCX Comparison Chart in %
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FIKVX vs. JCLCX commentary
Aug 03, 2026
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 FIKVX is a Buy and JCLCX is a Hold.
FUNDAMENTALS
Fundamentals
FIKVX has more cash in the bank: 6.27B vs. JCLCX (1.45B). FIKVX (3.03) and JCLCX (2.94) have matching dividends . FIKVX was incepted earlier than JCLCX: FIKVX (8 years) vs JCLCX (21 years). JCLCX (1.92) is less costly to investors than FIKVX (0.48). FIKVX is a more actively managed with annual turnover of: 31.00 vs. JCLCX (15.00). FIKVX has a lower initial minimum investment than JCLCX: FIKVX (0) vs JCLCX (1000). FIKVX annual gain was more profitable for investors over the last year : 8.52 vs. JCLCX (5.96). FIKVX return over 5 years is better than : 14.66 vs. JCLCX (3.17).
| FIKVX | JCLCX | FIKVX / JCLCX | |
| Total Expense Ratio | 0.45 | 1.92 | 23% |
| Annual Report Gross Expense Ratio | 0.48 | 1.92 | 25% |
| Fund Existence | 8 years | 21 years | - |
| Gain YTD | 3.866 | 2.227 | 174% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | 1000 | - |
| Net Assets | 6.27B | 1.45B | 434% |
| Annual Yield % from dividends | 3.03 | 2.94 | 103% |
| Returns for 1 year | 8.52 | 5.96 | 143% |
| Returns for 3 years | 24.00 | 20.11 | 119% |
| Returns for 5 years | 14.66 | 3.17 | 462% |
| Returns for 10 years | N/A | 21.15 | - |
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