Interact to see
Advertisement
Advertisement
JAKRX vs QLEIX
JAKRX vs QLEIX Comparison
Open Charts JAKRX vs QLEIX
JAKRX vs QLEIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JAKRX vs. QLEIX commentary
Aug 12, 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 JAKRX is a StrongBuy and QLEIX is a Hold.
FUNDAMENTALS
Fundamentals
QLEIX has more cash in the bank: 8.52B vs. JAKRX (1.41B). QLEIX pays higher dividends than JAKRX: QLEIX (1.74) vs JAKRX (1.22). JAKRX was incepted earlier than QLEIX: JAKRX (12 years) vs QLEIX (13 years). QLEIX (5.78) is less costly to investors than JAKRX (2.16). QLEIX is a more actively managed with annual turnover of: 296.00 vs. JAKRX (230.00). JAKRX has a lower initial minimum investment than QLEIX: JAKRX (2500) vs QLEIX (5000000). QLEIX annual gain was more profitable for investors over the last year : 18.06 vs. JAKRX (15.10). QLEIX return over 5 years is better than : 177.36 vs. JAKRX (58.06).
| JAKRX | QLEIX | JAKRX / QLEIX | |
| Total Expense Ratio | 1.91 | 5.78 | 33% |
| Annual Report Gross Expense Ratio | 2.16 | 5.78 | 37% |
| Fund Existence | 12 years | 13 years | - |
| Gain YTD | 13.673 | 3.497 | 391% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.41B | 8.52B | 16% |
| Annual Yield % from dividends | 1.22 | 1.74 | 70% |
| Returns for 1 year | 15.10 | 18.06 | 84% |
| Returns for 3 years | 30.80 | 95.44 | 32% |
| Returns for 5 years | 58.06 | 177.36 | 33% |
| Returns for 10 years | 77.84 | 162.09 | 48% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers