Interact to see
Advertisement
Advertisement
FTDWX vs JTLRX
FTDWX vs JTLRX Comparison
Open Charts FTDWX vs JTLRX
FTDWX vs JTLRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FTDWX vs. JTLRX 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 JTLRX is a Hold.
FUNDAMENTALS
Fundamentals
FTDWX has more cash in the bank: 6.32B vs. JTLRX (1.53B). JTLRX pays higher dividends than FTDWX: JTLRX (3.81) vs FTDWX (2.55). FTDWX was incepted earlier than JTLRX: FTDWX (20 years) vs JTLRX (21 years). FTDWX (1.03) is less costly to investors than JTLRX (0.86). FTDWX is a more actively managed with annual turnover of: 31.00 vs. JTLRX (15.00). FTDWX (0) and JTLRX (0) have matching initial minimum investment requirements. FTDWX annual gain was more profitable for investors over the last year : 10.99 vs. JTLRX (10.19). FTDWX return over 5 years is better than : 13.58 vs. JTLRX (10.24).
| FTDWX | JTLRX | FTDWX / JTLRX | |
| Total Expense Ratio | 1.01 | 0.86 | 117% |
| Annual Report Gross Expense Ratio | 1.03 | 0.86 | 120% |
| Fund Existence | 20 years | 21 years | - |
| Gain YTD | 4.238 | 3.598 | 118% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 6.32B | 1.53B | 414% |
| Annual Yield % from dividends | 2.55 | 3.81 | 67% |
| Returns for 1 year | 10.99 | 10.19 | 108% |
| Returns for 3 years | 23.84 | 26.79 | 89% |
| Returns for 5 years | 13.58 | 10.24 | 133% |
| Returns for 10 years | 34.17 | 37.31 | 92% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement