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JFLJX vs OICAX
JFLJX vs OICAX Comparison
Open Charts JFLJX vs OICAX
JPMorgan Investor Conservative Growth R6
Price$12.29
Change-$0.04 (-0.32%)
VolumeN/A
Net Assets3.9B
JPMorgan Investor Conservative Growth A
Price$12.20
Change-$0.03 (-0.25%)
VolumeN/A
Net Assets3.9B
JFLJX vs OICAX Comparison Chart
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JFLJX vs. OICAX commentary
Apr 18, 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 JFLJX is a Hold and OICAX is a Hold.
FUNDAMENTALS
Fundamentals
JFLJX (3.9B) and OICAX (3.9B) have equal amount of cash in the bank . JFLJX pays higher dividends than OICAX: JFLJX (3.84) vs OICAX (3.36). JFLJX was incepted earlier than OICAX: JFLJX (8 years) vs OICAX (28 years). OICAX (0.94) is less costly to investors than JFLJX (0.44). JFLJX (8.00) and OICAX (8.00) have comparable annual turnover. OICAX has a lower initial minimum investment than JFLJX: OICAX (500) vs JFLJX (15000000). JFLJX annual gain was more profitable for investors over the last year : 5.39 vs. OICAX (4.82). JFLJX return over 5 years is better than : 17.19 vs. OICAX (14.26).
| JFLJX | OICAX | JFLJX / OICAX | |
| Total Expense Ratio | 0.44 | 0.94 | 47% |
| Annual Report Gross Expense Ratio | 0.44 | 0.94 | 47% |
| Fund Existence | 8 years | 28 years | - |
| Gain YTD | -0.185 | -0.391 | 47% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 15000000 | 500 | 3,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.9B | 3.9B | 100% |
| Annual Yield % from dividends | 3.84 | 3.36 | 114% |
| Returns for 1 year | 5.39 | 4.82 | 112% |
| Returns for 3 years | 5.22 | 3.67 | 142% |
| Returns for 5 years | 17.19 | 14.26 | 121% |
| Returns for 10 years | N/A | 17.06 | - |
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