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JFFPX vs SWORX
JFFPX vs SWORX Comparison Chart in %
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JFFPX vs. SWORX commentary
Sep 09, 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: 2.08B vs. SWORX (262M). SWORX (1.59) and JFFPX (1.58) have matching dividends . JFFPX was incepted earlier than SWORX: JFFPX (9 years) vs SWORX (13 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 (16.45) and SWORX (16.42) have marching annual gain over last year. SWORX return over 5 years is better than : 45.23 vs. JFFPX (36.37).
| 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 | 13 years | - |
| Gain YTD | 12.685 | 13.928 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.08B | 262M | 793% |
| Annual Yield % from dividends | 1.58 | 1.59 | 100% |
| Returns for 1 year | 16.45 | 16.42 | 100% |
| Returns for 3 years | 36.64 | 37.28 | 98% |
| Returns for 5 years | 36.37 | 45.23 | 80% |
| Returns for 10 years | N/A | 80.86 | - |
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