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FTDWX vs JCLCX
FTDWX vs JCLCX Comparison
Open Charts FTDWX vs JCLCX
FTDWX vs JCLCX Comparison Chart in %
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FTDWX vs. JCLCX commentary
Jun 25, 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 FTDWX is a Hold and JCLCX is a Hold.
FUNDAMENTALS
Fundamentals
FTDWX has more cash in the bank: 6.32B vs. JCLCX (1.51B). JCLCX pays higher dividends than FTDWX: JCLCX (2.79) vs FTDWX (2.55). FTDWX was incepted earlier than JCLCX: FTDWX (20 years) vs JCLCX (21 years). JCLCX (1.92) is less costly to investors than FTDWX (1.03). FTDWX is a more actively managed with annual turnover of: 31.00 vs. JCLCX (15.00). FTDWX has a lower initial minimum investment than JCLCX: FTDWX (0) vs JCLCX (1000). JCLCX IRA initial investment is lower compared to FTDWX: JCLCX (1000) vs FTDWX (500). FTDWX annual gain was more profitable for investors over the last year : 8.95 vs. JCLCX (7.08). FTDWX return over 5 years is better than : 12.49 vs. JCLCX (3.81).
| FTDWX | JCLCX | FTDWX / JCLCX | |
| Total Expense Ratio | 1.01 | 1.92 | 53% |
| Annual Report Gross Expense Ratio | 1.03 | 1.92 | 54% |
| Fund Existence | 20 years | 21 years | - |
| Gain YTD | 3.654 | 2.417 | 151% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | 500 | 1000 | 50% |
| Net Assets | 6.32B | 1.51B | 419% |
| Annual Yield % from dividends | 2.55 | 2.79 | 91% |
| Returns for 1 year | 8.95 | 7.08 | 126% |
| Returns for 3 years | 22.95 | 21.60 | 106% |
| Returns for 5 years | 12.49 | 3.81 | 328% |
| Returns for 10 years | 34.04 | 23.97 | 142% |
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