Ad is loading...
FUIPX vs JRETX
FUIPX vs JRETX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUIPX vs. JRETX commentary
Dec 21, 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 JRETX is a Hold.
FUNDAMENTALS
Fundamentals
FUIPX has more cash in the bank: 8.37B vs. JRETX (315M). FUIPX (1.83) and JRETX (1.76) have matching dividends . FUIPX was incepted earlier than JRETX: FUIPX (4 years) vs JRETX (9 years). JRETX is a more actively managed with annual turnover of: 14.00 vs. FUIPX (12.00). JRETX has a lower initial minimum investment than FUIPX: JRETX (0) vs FUIPX (2000000000). FUIPX annual gain was more profitable for investors over the last year : 15.64 vs. JRETX (14.35).
| FUIPX | JRETX | FUIPX / JRETX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 9 years | - |
| Gain YTD | 14.717 | 15.340 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.37B | 315M | 2,657% |
| Annual Yield % from dividends | 1.83 | 1.76 | 104% |
| Returns for 1 year | 15.64 | 14.35 | 109% |
| Returns for 3 years | 14.66 | -7.51 | -195% |
| Returns for 5 years | N/A | 18.94 | - |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...