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JFFPX vs SWORX
JFFPX vs SWORX Comparison Chart in %
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JFFPX vs. SWORX commentary
Jul 04, 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: 1.99B vs. SWORX (250M). SWORX (1.64) and JFFPX (1.63) 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 : 12.05 vs. SWORX (11.36). SWORX return over 5 years is better than : 49.63 vs. JFFPX (41.76).
| 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 | 9.283 | 9.674 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.99B | 250M | 796% |
| Annual Yield % from dividends | 1.63 | 1.64 | 100% |
| Returns for 1 year | 12.05 | 11.36 | 106% |
| Returns for 3 years | 37.89 | 37.05 | 102% |
| Returns for 5 years | 41.76 | 49.63 | 84% |
| Returns for 10 years | N/A | 65.29 | - |
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