Ad is loading...
Ad is loading...
FUIPX vs JESRX
FUIPX vs JESRX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUIPX vs. JESRX commentary
Nov 19, 2024
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 FUIPX is a Hold and JESRX is a Hold.
FUNDAMENTALS
Fundamentals
FUIPX has more cash in the bank: 8B vs. JESRX (304M). FUIPX (1.83) and JESRX (1.79) have matching dividends . FUIPX was incepted earlier than JESRX: FUIPX (4 years) vs JESRX (9 years). JESRX is a more actively managed with annual turnover of: 14.00 vs. FUIPX (12.00). JESRX has a lower initial minimum investment than FUIPX: JESRX (1000000) vs FUIPX (2000000000). JESRX (22.90) and FUIPX (22.68) have marching annual gain over last year.
| FUIPX | JESRX | FUIPX / JESRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 9 years | - |
| Gain YTD | 15.150 | 16.803 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000000 | 1000000 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8B | 304M | 2,632% |
| Annual Yield % from dividends | 1.83 | 1.79 | 102% |
| Returns for 1 year | 22.68 | 22.90 | 99% |
| Returns for 3 years | 12.72 | -9.87 | -129% |
| Returns for 5 years | N/A | 22.64 | - |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers