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JEPIX vs LFTOX
JEPIX vs LFTOX Comparison
Open Charts JEPIX vs LFTOX
JEPIX vs LFTOX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
JEPIX has more cash in the bank: 5.06B vs. LFTOX (20.2M). JEPIX pays higher dividends than LFTOX: JEPIX (7.93) vs LFTOX (0.00). JEPIX was incepted earlier than LFTOX: JEPIX (8 years) vs LFTOX (2 years). LFTOX (4.85) is less costly to investors than JEPIX (0.59). JEPIX is a more actively managed with annual turnover of: 176.00 vs. LFTOX (18.00). LFTOX has a lower initial minimum investment than JEPIX: LFTOX (1000) vs JEPIX (1000000). LFTOX annual gain was more profitable for investors over the last year : 20.77 vs. JEPIX (11.49).
| JEPIX | LFTOX | JEPIX / LFTOX | |
| Total Expense Ratio | 0.59 | 1.32 | 45% |
| Annual Report Gross Expense Ratio | 0.59 | 4.85 | 12% |
| Fund Existence | 8 years | 2 years | - |
| Gain YTD | 5.358 | 11.043 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.06B | 20.2M | 25,035% |
| Annual Yield % from dividends | 7.93 | 0.00 | - |
| Returns for 1 year | 11.49 | 20.77 | 55% |
| Returns for 3 years | 31.16 | N/A | - |
| Returns for 5 years | 42.33 | N/A | - |
| Returns for 10 years | N/A | N/A | - |