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JFLJX vs OICAX
JFLJX vs OICAX Comparison
Open Charts JFLJX vs OICAX
JPMorgan Investor Conservative Growth R6
Price$13.21
Change+$0.04 (+0.30%)
VolumeN/A
Net Assets4.12B
JPMorgan Investor Conservative Growth A
Price$13.11
Change+$0.04 (+0.31%)
VolumeN/A
Net Assets4.12B
JFLJX vs OICAX Comparison Chart in %
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JFLJX vs. OICAX commentary
Sep 07, 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 (4.12B) and OICAX (4.12B) have equal amount of cash in the bank . JFLJX pays higher dividends than OICAX: JFLJX (3.71) vs OICAX (3.25). JFLJX was incepted earlier than OICAX: JFLJX (8 years) vs OICAX (29 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 : 6.53 vs. OICAX (5.97). JFLJX return over 5 years is better than : 16.62 vs. OICAX (13.78).
| 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 | 29 years | - |
| Gain YTD | 8.451 | 8.072 | 105% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 15000000 | 500 | 3,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.12B | 4.12B | 100% |
| Annual Yield % from dividends | 3.71 | 3.25 | 114% |
| Returns for 1 year | 6.53 | 5.97 | 109% |
| Returns for 3 years | 21.30 | 19.50 | 109% |
| Returns for 5 years | 16.62 | 13.78 | 121% |
| Returns for 10 years | N/A | 30.88 | - |
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