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FUIPX vs JJERX
FUIPX vs JJERX Comparison Chart in %
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FUIPX vs. JJERX commentary
Jul 01, 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 FUIPX is a Hold and JJERX is a Hold.
FUNDAMENTALS
Fundamentals
FUIPX has more cash in the bank: 9.41B vs. JJERX (328M). FUIPX pays higher dividends than JJERX: FUIPX (1.93) vs JJERX (1.37). FUIPX was incepted earlier than JJERX: FUIPX (5 years) vs JJERX (9 years). JJERX (1.37) is less costly to investors than FUIPX (0.05). JJERX has a lower initial minimum investment than FUIPX: JJERX (1000) vs FUIPX (2000000000). FUIPX annual gain was more profitable for investors over the last year : 14.80 vs. JJERX (11.43). FUIPX return over 5 years is better than : 70.34 vs. JJERX (31.98).
| FUIPX | JJERX | FUIPX / JJERX | |
| Total Expense Ratio | 0.05 | 0.99 | 5% |
| Annual Report Gross Expense Ratio | 0.05 | 1.37 | 4% |
| Fund Existence | 5 years | 9 years | - |
| Gain YTD | 9.630 | 7.788 | 124% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 2000000000 | 1000 | 200,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.41B | 328M | 2,870% |
| Annual Yield % from dividends | 1.93 | 1.37 | 141% |
| Returns for 1 year | 14.80 | 11.43 | 129% |
| Returns for 3 years | 51.68 | 26.38 | 196% |
| Returns for 5 years | 70.34 | 31.98 | 220% |
| Returns for 10 years | N/A | N/A | - |
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