Interact to see
Advertisement
Advertisement
JFTUX vs RELVX
JFTUX vs RELVX Comparison
Open Charts JFTUX vs RELVX
JPMorgan Investor Growth R6
Price$28.43
Change+$0.06 (+0.21%)
VolumeN/A
Net Assets6.16B
Russell LfPts EqAggrStrat R5
Price$16.16
Change+$0.04 (+0.25%)
VolumeN/A
Net Assets311.09M
JFTUX vs RELVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JFTUX vs. RELVX commentary
Aug 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 JFTUX is a Hold and RELVX is a Hold.
FUNDAMENTALS
Fundamentals
JFTUX has more cash in the bank: 6.16B vs. RELVX (311M). JFTUX pays higher dividends than RELVX: JFTUX (2.51) vs RELVX (1.52). JFTUX was incepted earlier than RELVX: JFTUX (8 years) vs RELVX (27 years). RELVX (1.67) is less costly to investors than JFTUX (0.49). JFTUX is a more actively managed with annual turnover of: 5.00 vs. RELVX (4.00). RELVX has a lower initial minimum investment than JFTUX: RELVX (0) vs JFTUX (15000000). RELVX annual gain was more profitable for investors over the last year : 18.37 vs. JFTUX (17.14). RELVX (46.72) and JFTUX (44.58) have equivalent 5 years return.
| JFTUX | RELVX | JFTUX / RELVX | |
| Total Expense Ratio | 0.49 | 1.43 | 34% |
| Annual Report Gross Expense Ratio | 0.49 | 1.67 | 29% |
| Fund Existence | 8 years | 27 years | - |
| Gain YTD | 9.139 | 10.154 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.16B | 311M | 1,980% |
| Annual Yield % from dividends | 2.51 | 1.52 | 165% |
| Returns for 1 year | 17.14 | 18.37 | 93% |
| Returns for 3 years | 30.79 | 36.75 | 84% |
| Returns for 5 years | 44.58 | 46.72 | 95% |
| Returns for 10 years | N/A | 53.91 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement