JFFPX
Price
$26.74
Change
+$0.08 (+0.30%)
Updated
Apr 28 closing price
Net Assets
1.8B
SWORX
Price
$17.02
Change
+$0.06 (+0.35%)
Updated
Apr 28 closing price
Net Assets
224.09M
Ad is loading...

JFFPX vs SWORX

Header iconJFFPX vs SWORX Comparison
Open Charts JFFPX vs SWORXBanner chart's image
JPMorgan SmartRetirement® 2055 R3
Price$26.74
Change+$0.08 (+0.30%)
VolumeN/A
Net Assets1.8B
Schwab Target 2055
Price$17.02
Change+$0.06 (+0.35%)
VolumeN/A
Net Assets224.09M
JFFPX vs SWORX Comparison Chart
Loading...
View a ticker or compare two or three
VS
JFFPX vs. SWORX commentary
Apr 29, 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.

Ad is loading...
FUNDAMENTALS
Fundamentals
JFFPX has more cash in the bank: 1.8B vs. SWORX (224M). SWORX (1.81) 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 (0.62). 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 : 6.87 vs. SWORX (6.35). SWORX return over 5 years is better than : 45.96 vs. JFFPX (37.34).
JFFPXSWORXJFFPX / SWORX
Total Expense Ratio0.910.57160%
Annual Report Gross Expense Ratio0.940.62152%
Fund Existence9 years12 years-
Gain YTD-1.405-1.166121%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets1.8B224M804%
Annual Yield % from dividends1.791.8199%
Returns for 1 year6.876.35108%
Returns for 3 years15.6014.38108%
Returns for 5 years37.3445.9681%
Returns for 10 yearsN/A46.78-
View a ticker or compare two or three
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
BBSC59.100.36
+0.62%
JPMorgan BetaBuilders US Sml Cp Eq ETF
MDYV73.700.26
+0.35%
SPDR® S&P 400 Mid Cap Value ETF
PBTP26.150.06
+0.21%
Invesco 0-5 Yr US TIPS ETF
BSMS22.94N/A
N/A
Invesco BulletShares 2028 Muncpl Bd ETF
IWTR29.79N/A
N/A
iShares MSCI Water Mgmt Mltsctr ETF