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FIKVX vs JQLCX
FIKVX vs JQLCX Comparison
Open Charts FIKVX vs JQLCX
FIKVX vs JQLCX Comparison Chart in %
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FIKVX vs. JQLCX 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 JQLCX is a Hold.
FUNDAMENTALS
Fundamentals
FIKVX has more cash in the bank: 6.27B vs. JQLCX (1.45B). JQLCX pays higher dividends than FIKVX: JQLCX (3.56) vs FIKVX (3.03). FIKVX was incepted earlier than JQLCX: FIKVX (8 years) vs JQLCX (14 years). JQLCX (1.31) is less costly to investors than FIKVX (0.48). FIKVX is a more actively managed with annual turnover of: 31.00 vs. JQLCX (15.00). FIKVX (0) and JQLCX (0) have matching initial minimum investment requirements. FIKVX annual gain was more profitable for investors over the last year : 8.52 vs. JQLCX (6.63). FIKVX return over 5 years is better than : 14.66 vs. JQLCX (6.41).
| FIKVX | JQLCX | FIKVX / JQLCX | |
| Total Expense Ratio | 0.45 | 1.31 | 34% |
| Annual Report Gross Expense Ratio | 0.48 | 1.31 | 37% |
| Fund Existence | 8 years | 14 years | - |
| Gain YTD | 3.866 | 2.628 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.27B | 1.45B | 434% |
| Annual Yield % from dividends | 3.03 | 3.56 | 85% |
| Returns for 1 year | 8.52 | 6.63 | 129% |
| Returns for 3 years | 24.00 | 22.43 | 107% |
| Returns for 5 years | 14.66 | 6.41 | 229% |
| Returns for 10 years | N/A | 28.76 | - |
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