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JFFPX vs SWORX
JFFPX vs SWORX Comparison Chart
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JFFPX vs. SWORX commentary
May 24, 2025
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 JFFPX is a Hold and SWORX is a Hold.
FUNDAMENTALS
Fundamentals
JFFPX has more cash in the bank: 1.9B vs. SWORX (236M). SWORX (1.80) and JFFPX (1.79) have matching dividends . JFFPX was incepted earlier than SWORX: JFFPX (9 years) vs SWORX (12 years). JFFPX (0.94) is less costly to investors than SWORX (0.60). JFFPX is a more actively managed with annual turnover of: 25.00 vs. SWORX (4.00). JFFPX (0) and SWORX (0) have matching initial minimum investment requirements. JFFPX annual gain was more profitable for investors over the last year : 9.03 vs. SWORX (8.28). SWORX return over 5 years is better than : 52.58 vs. JFFPX (44.93).
| JFFPX | SWORX | JFFPX / SWORX | |
| Total Expense Ratio | 0.91 | 0.56 | 163% |
| Annual Report Gross Expense Ratio | 0.94 | 0.60 | 157% |
| Fund Existence | 9 years | 12 years | - |
| Gain YTD | 3.439 | 3.730 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.9B | 236M | 806% |
| Annual Yield % from dividends | 1.79 | 1.80 | 100% |
| Returns for 1 year | 9.03 | 8.28 | 109% |
| Returns for 3 years | 26.19 | 24.40 | 107% |
| Returns for 5 years | 44.93 | 52.58 | 85% |
| Returns for 10 years | N/A | 53.70 | - |
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