Interact to see
Advertisement
Advertisement
FTDWX vs JCLCX
FTDWX vs JCLCX Comparison
Open Charts FTDWX vs JCLCX
FTDWX vs JCLCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FTDWX vs. JCLCX commentary
Jun 04, 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 Buy and JCLCX is a Hold.
FUNDAMENTALS
Fundamentals
FTDWX has more cash in the bank: 6.32B vs. JCLCX (1.53B). 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 : 10.99 vs. JCLCX (8.93). FTDWX return over 5 years is better than : 13.58 vs. JCLCX (4.62).
| 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 | 4.238 | 3.068 | 138% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | 500 | 1000 | 50% |
| Net Assets | 6.32B | 1.53B | 414% |
| Annual Yield % from dividends | 2.55 | 2.79 | 91% |
| Returns for 1 year | 10.99 | 8.93 | 123% |
| Returns for 3 years | 23.84 | 22.81 | 105% |
| Returns for 5 years | 13.58 | 4.62 | 294% |
| Returns for 10 years | 34.17 | 24.07 | 142% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers