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JFDRX vs JRGRX
JFDRX vs JRGRX Comparison
Open Charts JFDRX vs JRGRX
JFDRX vs JRGRX Comparison Chart in %
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JFDRX vs. JRGRX commentary
Sep 13, 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 JRGRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JRGRX has more cash in the bank: 952M vs. JFDRX (279M). JRGRX pays higher dividends than JFDRX: JRGRX (1.67) vs JFDRX (1.18). JFDRX was incepted earlier than JRGRX: JFDRX (9 years) vs JRGRX (9 years). JFDRX (0.89) and JRGRX (0.85) have similar cost to investors . JFDRX is a more actively managed with annual turnover of: 63.00 vs. JRGRX (5.00). JFDRX (1000000) and JRGRX (1000000) have matching initial minimum investment requirements. JRGRX annual gain was more profitable for investors over the last year : 13.84 vs. JFDRX (-23.89). JRGRX return over 5 years is better than : 23.03 vs. JFDRX (-29.97).
| JFDRX | JRGRX | JFDRX / JRGRX | |
| Total Expense Ratio | 0.88 | 0.84 | 105% |
| Annual Report Gross Expense Ratio | 0.89 | 0.85 | 105% |
| Fund Existence | 9 years | 9 years | - |
| Gain YTD | 7.579 | 18.589 | 41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 279M | 952M | 29% |
| Annual Yield % from dividends | 1.18 | 1.67 | 71% |
| Returns for 1 year | -23.89 | 13.84 | -173% |
| Returns for 3 years | 7.32 | 70.74 | 10% |
| Returns for 5 years | -29.97 | 23.03 | -130% |
| Returns for 10 years | N/A | N/A | - |
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