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JFTUX vs RELRX
JFTUX vs RELRX Comparison
Open Charts JFTUX vs RELRX
JPMorgan Investor Growth R6
Price$26.17
Change+$0.02 (+0.08%)
VolumeN/A
Net Assets5.63B
Russell LfPts EqAggrStrat R1
Price$15.94
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets293.95M
JFTUX vs RELRX Comparison Chart
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JFTUX vs. RELRX commentary
May 10, 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 JFTUX is a Hold and RELRX is a Hold.
FUNDAMENTALS
Fundamentals
JFTUX has more cash in the bank: 5.63B vs. RELRX (294M). JFTUX pays higher dividends than RELRX: JFTUX (2.73) vs RELRX (1.39). JFTUX was incepted earlier than RELRX: JFTUX (8 years) vs RELRX (19 years). RELRX (1.17) is less costly to investors than JFTUX (0.49). RELRX is a more actively managed with annual turnover of: 35.00 vs. JFTUX (5.00). RELRX has a lower initial minimum investment than JFTUX: RELRX (0) vs JFTUX (15000000). RELRX annual gain was more profitable for investors over the last year : 7.19 vs. JFTUX (6.51). JFTUX (52.88) and RELRX (52.06) have equivalent 5 years return.
| JFTUX | RELRX | JFTUX / RELRX | |
| Total Expense Ratio | 0.49 | 0.93 | 53% |
| Annual Report Gross Expense Ratio | 0.49 | 1.17 | 42% |
| Fund Existence | 8 years | 19 years | - |
| Gain YTD | 0.361 | 0.847 | 43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.63B | 294M | 1,916% |
| Annual Yield % from dividends | 2.73 | 1.39 | 196% |
| Returns for 1 year | 6.51 | 7.19 | 91% |
| Returns for 3 years | 23.58 | 29.33 | 80% |
| Returns for 5 years | 52.88 | 52.06 | 102% |
| Returns for 10 years | N/A | 42.95 | - |
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