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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
Jul 14, 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 StrongBuy and JTLRX is a Hold.
FUNDAMENTALS
Fundamentals
FIKVX has more cash in the bank: 6.32B vs. JTLRX (1.5B). JTLRX pays higher dividends than FIKVX: JTLRX (3.96) vs FIKVX (3.04). 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 : 9.66 vs. JTLRX (8.24). FIKVX return over 5 years is better than : 15.75 vs. JTLRX (9.64).
| 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 | 4.430 | 3.519 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.32B | 1.5B | 423% |
| Annual Yield % from dividends | 3.04 | 3.96 | 77% |
| Returns for 1 year | 9.66 | 8.24 | 117% |
| Returns for 3 years | 24.58 | 24.59 | 100% |
| Returns for 5 years | 15.75 | 9.64 | 163% |
| Returns for 10 years | N/A | 35.24 | - |
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