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JFTUX vs SWEGX
JFTUX vs SWEGX Comparison
Open Charts JFTUX vs SWEGX
JPMorgan Investor Growth R6
Price$30.21
Change+$0.16 (+0.53%)
VolumeN/A
Net Assets6.54B
Schwab MarketTrack All Equity
Price$27.77
Change+$0.16 (+0.58%)
VolumeN/A
Net Assets1.08B
JFTUX vs SWEGX Comparison Chart in %
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JFTUX vs. SWEGX commentary
Oct 26, 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 SWEGX is a Hold.
FUNDAMENTALS
Fundamentals
JFTUX has more cash in the bank: 6.54B vs. SWEGX (1.08B). JFTUX pays higher dividends than SWEGX: JFTUX (2.38) vs SWEGX (1.54). JFTUX was incepted earlier than SWEGX: JFTUX (8 years) vs SWEGX (27 years). SWEGX (0.50) and JFTUX (0.49) have similar cost to investors . SWEGX is a more actively managed with annual turnover of: 17.00 vs. JFTUX (3.00). SWEGX has a lower initial minimum investment than JFTUX: SWEGX (0) vs JFTUX (15000000). JFTUX annual gain was more profitable for investors over the last year : 14.01 vs. SWEGX (11.21). SWEGX return over 5 years is better than : 54.93 vs. JFTUX (47.76).
| JFTUX | SWEGX | JFTUX / SWEGX | |
| Total Expense Ratio | 0.49 | 0.50 | 98% |
| Annual Report Gross Expense Ratio | 0.49 | 0.50 | 98% |
| Fund Existence | 8 years | 27 years | - |
| Gain YTD | 15.862 | 18.600 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.54B | 1.08B | 608% |
| Annual Yield % from dividends | 2.38 | 1.54 | 154% |
| Returns for 1 year | 14.01 | 11.21 | 125% |
| Returns for 3 years | 48.70 | 50.89 | 96% |
| Returns for 5 years | 47.76 | 54.93 | 87% |
| Returns for 10 years | N/A | 79.99 | - |
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