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FIKVX vs JULCX
FIKVX vs JULCX Comparison
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FIKVX vs JULCX Comparison Chart in %
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FIKVX vs. JULCX 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 JULCX is a Hold.
FUNDAMENTALS
Fundamentals
FIKVX has more cash in the bank: 6.27B vs. JULCX (1.45B). JULCX pays higher dividends than FIKVX: JULCX (4.04) vs FIKVX (3.03). FIKVX was incepted earlier than JULCX: FIKVX (8 years) vs JULCX (15 years). JULCX (0.81) is less costly to investors than FIKVX (0.48). FIKVX is a more actively managed with annual turnover of: 31.00 vs. JULCX (15.00). FIKVX has a lower initial minimum investment than JULCX: FIKVX (0) vs JULCX (1000000). FIKVX annual gain was more profitable for investors over the last year : 8.52 vs. JULCX (7.15). FIKVX return over 5 years is better than : 14.66 vs. JULCX (8.91).
| FIKVX | JULCX | FIKVX / JULCX | |
| Total Expense Ratio | 0.45 | 0.81 | 56% |
| Annual Report Gross Expense Ratio | 0.48 | 0.81 | 59% |
| Fund Existence | 8 years | 15 years | - |
| Gain YTD | 3.866 | 2.884 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.27B | 1.45B | 434% |
| Annual Yield % from dividends | 3.03 | 4.04 | 75% |
| Returns for 1 year | 8.52 | 7.15 | 119% |
| Returns for 3 years | 24.00 | 24.20 | 99% |
| Returns for 5 years | 14.66 | 8.91 | 165% |
| Returns for 10 years | N/A | 34.86 | - |
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