Interact to see
Advertisement
Advertisement
JFDRX vs JFIFX
JFDRX vs JFIFX Comparison
Open Charts JFDRX vs JFIFX
JFDRX vs JFIFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JFDRX vs. JFIFX commentary
Jul 14, 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 (279M) and JFIFX (279M) have equal amount of cash in the bank . JFDRX pays higher dividends than JFIFX: JFDRX (1.23) vs JFIFX (1.13). 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 (-23.57) and JFIFX (-23.67) have marching annual gain over last year. JFDRX (-29.19) and JFIFX (-29.51) 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 | 5.813 | 5.822 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250000 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 279M | 279M | 100% |
| Annual Yield % from dividends | 1.23 | 1.13 | 109% |
| Returns for 1 year | -23.57 | -23.67 | 100% |
| Returns for 3 years | 7.28 | 6.90 | 106% |
| Returns for 5 years | -29.19 | -29.51 | 99% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| EIPX | 32.26 | 0.50 | +1.57% |
| FT Energy Income Partners Strategy ETF | |||
| FDL | 50.20 | 0.40 | +0.80% |
| First Trust Morningstar Div Leaders ETF | |||
| RGLO | 33.03 | N/A | N/A |
| Russell Inv Global Equity ETF | |||
| FTMH | 11.77 | -0.02 | -0.19% |
| Franklin Municipal High Yield ETF | |||
| EAPR | 32.11 | -0.58 | -1.78% |
| Innovator Em Mkts Pwr Bffr ETF - Apr | |||