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JFDRX vs JFIFX
JFDRX vs JFIFX Comparison
Open Charts JFDRX vs JFIFX
JFDRX vs JFIFX Comparison Chart in %
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JFDRX vs. JFIFX commentary
Jun 03, 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 JFDRX is a Hold and JFIFX is a Hold.
FUNDAMENTALS
Fundamentals
JFDRX (260M) and JFIFX (260M) have equal amount of cash in the bank . JFDRX pays higher dividends than JFIFX: JFDRX (1.26) vs JFIFX (1.16). JFDRX was incepted earlier than JFIFX: JFDRX (9 years) vs JFIFX (10 years). JFIFX (1.00) is less costly to investors than JFDRX (0.89). JFDRX (63.00) and JFIFX (63.00) have comparable annual turnover. JFIFX has a lower initial minimum investment than JFDRX: JFIFX (250000) vs JFDRX (1000000). JFDRX (-28.18) and JFIFX (-28.28) have marching annual gain over last year. JFDRX (-37.51) and JFIFX (-37.83) have equivalent 5 years return.
| JFDRX | JFIFX | JFDRX / JFIFX | |
| Total Expense Ratio | 0.88 | 0.99 | 89% |
| Annual Report Gross Expense Ratio | 0.89 | 1.00 | 89% |
| Fund Existence | 9 years | 10 years | - |
| Gain YTD | -2.502 | -2.506 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250000 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 260M | 260M | 100% |
| Annual Yield % from dividends | 1.26 | 1.16 | 109% |
| Returns for 1 year | -28.18 | -28.28 | 100% |
| Returns for 3 years | 2.80 | 2.42 | 115% |
| Returns for 5 years | -37.51 | -37.83 | 99% |
| Returns for 10 years | N/A | N/A | - |
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