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FIKVX vs JTLRX
FIKVX vs JTLRX Comparison
Open Charts FIKVX vs JTLRX
FIKVX vs JTLRX Comparison Chart in %
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FIKVX vs. JTLRX 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 JTLRX is a Hold.
FUNDAMENTALS
Fundamentals
FIKVX has more cash in the bank: 6.27B vs. JTLRX (1.45B). JTLRX pays higher dividends than FIKVX: JTLRX (3.99) vs FIKVX (3.03). FIKVX was incepted earlier than JTLRX: FIKVX (8 years) vs JTLRX (21 years). JTLRX (0.86) is less costly to investors than FIKVX (0.48). FIKVX is a more actively managed with annual turnover of: 31.00 vs. JTLRX (15.00). FIKVX (0) and JTLRX (0) have matching initial minimum investment requirements. FIKVX annual gain was more profitable for investors over the last year : 8.52 vs. JTLRX (7.01). FIKVX return over 5 years is better than : 14.66 vs. JTLRX (8.55).
| FIKVX | JTLRX | FIKVX / JTLRX | |
| Total Expense Ratio | 0.45 | 0.86 | 52% |
| Annual Report Gross Expense Ratio | 0.48 | 0.86 | 56% |
| Fund Existence | 8 years | 21 years | - |
| Gain YTD | 3.866 | 2.857 | 135% |
| 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 | 3.99 | 76% |
| Returns for 1 year | 8.52 | 7.01 | 122% |
| Returns for 3 years | 24.00 | 23.91 | 100% |
| Returns for 5 years | 14.66 | 8.55 | 171% |
| Returns for 10 years | N/A | 34.06 | - |
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