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FPTKX vs JLBOX
FPTKX vs JLBOX Comparison Chart in %
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FPTKX vs. JLBOX commentary
Jul 17, 2025
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 FPTKX is a Hold and JLBOX is a Hold.
FUNDAMENTALS
Fundamentals
FPTKX has more cash in the bank: 4.38B vs. JLBOX (155M). JLBOX pays higher dividends than FPTKX: JLBOX (3.75) vs FPTKX (3.00). FPTKX was incepted earlier than JLBOX: FPTKX (8 years) vs JLBOX (19 years). JLBOX (1.02) is less costly to investors than FPTKX (0.26). JLBOX is a more actively managed with annual turnover of: 19.00 vs. FPTKX (14.00). FPTKX (0) and JLBOX (0) have matching initial minimum investment requirements. JLBOX annual gain was more profitable for investors over the last year : 7.06 vs. FPTKX (5.32). FPTKX (7.15) and JLBOX (6.81) have equivalent 5 years return.
| FPTKX | JLBOX | FPTKX / JLBOX | |
| Total Expense Ratio | 0.26 | 0.57 | 46% |
| Annual Report Gross Expense Ratio | 0.26 | 1.02 | 25% |
| Fund Existence | 8 years | 19 years | - |
| Gain YTD | 5.302 | 6.000 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.38B | 155M | 2,826% |
| Annual Yield % from dividends | 3.00 | 3.75 | 80% |
| Returns for 1 year | 5.32 | 7.06 | 75% |
| Returns for 3 years | 22.48 | 14.94 | 150% |
| Returns for 5 years | 7.15 | 6.81 | 105% |
| Returns for 10 years | N/A | 3.44 | - |
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