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JATAX vs SLMCX
JATAX vs SLMCX Comparison
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JATAX vs SLMCX Comparison Chart in %
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JATAX vs. SLMCX commentary
Jul 28, 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 JATAX is a Buy and SLMCX is a Hold.
FUNDAMENTALS
Fundamentals
SLMCX has more cash in the bank: 26.8B vs. JATAX (11.2B). JATAX (0.00) and SLMCX (0.00) have matching dividends . JATAX was incepted earlier than SLMCX: JATAX (17 years) vs SLMCX (43 years). SLMCX (1.16) is less costly to investors than JATAX (1.00). JATAX is a more actively managed with annual turnover of: 49.00 vs. SLMCX (33.00). JATAX (6%) and SLMCX (6%) have equivalent initial investment costs. SLMCX has a lower initial minimum investment than JATAX: SLMCX (2000) vs JATAX (2500). SLMCX annual gain was more profitable for investors over the last year : 63.09 vs. JATAX (10.68). SLMCX return over 5 years is better than : 76.01 vs. JATAX (26.15).
| JATAX | SLMCX | JATAX / SLMCX | |
| Total Expense Ratio | 1.00 | 1.16 | 86% |
| Annual Report Gross Expense Ratio | 1.00 | 1.16 | 86% |
| Fund Existence | 17 years | 43 years | - |
| Gain YTD | 18.866 | 42.393 | 45% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 2500 | 2000 | 125% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.2B | 26.8B | 42% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 10.68 | 63.09 | 17% |
| Returns for 3 years | 65.20 | 102.28 | 64% |
| Returns for 5 years | 26.15 | 76.01 | 34% |
| Returns for 10 years | 235.04 | 281.29 | 84% |
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