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JFLJX vs OICAX
JFLJX vs OICAX Comparison
Open Charts JFLJX vs OICAX
JPMorgan Investor Conservative Growth R6
Price$12.55
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets3.93B
JPMorgan Investor Conservative Growth A
Price$12.45
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets3.93B
JFLJX vs OICAX Comparison Chart
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JFLJX vs. OICAX commentary
May 11, 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 (3.93B) and OICAX (3.93B) have equal amount of cash in the bank . JFLJX pays higher dividends than OICAX: JFLJX (3.86) vs OICAX (3.39). 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 : 5.21 vs. OICAX (4.56). JFLJX return over 5 years is better than : 18.35 vs. OICAX (15.40).
| 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 | 1.902 | 1.668 | 114% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 15000000 | 500 | 3,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.93B | 3.93B | 100% |
| Annual Yield % from dividends | 3.86 | 3.39 | 114% |
| Returns for 1 year | 5.21 | 4.56 | 114% |
| Returns for 3 years | 11.88 | 10.19 | 117% |
| Returns for 5 years | 18.35 | 15.40 | 119% |
| Returns for 10 years | N/A | 19.93 | - |
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