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FPTKX vs JLBOX
FPTKX vs JLBOX Comparison Chart in %
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FPTKX vs. JLBOX commentary
Jun 22, 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: 4.32B vs. JLBOX (154M). JLBOX pays higher dividends than FPTKX: JLBOX (3.84) vs FPTKX (3.07). 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). FPTKX (0) and JLBOX (0) have matching initial minimum investment requirements. JLBOX annual gain was more profitable for investors over the last year : 7.25 vs. FPTKX (5.17). FPTKX (7.66) and JLBOX (7.50) 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 | 3.619 | 4.400 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.32B | 154M | 2,806% |
| Annual Yield % from dividends | 3.07 | 3.84 | 80% |
| Returns for 1 year | 5.17 | 7.25 | 71% |
| Returns for 3 years | 21.21 | 13.36 | 159% |
| Returns for 5 years | 7.66 | 7.50 | 102% |
| Returns for 10 years | N/A | 1.31 | - |
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