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JFTUX vs SWEGX
JFTUX vs SWEGX Comparison
Open Charts JFTUX vs SWEGX
JPMorgan Investor Growth R6
Price$29.62
Change-$0.05 (-0.17%)
VolumeN/A
Net Assets6.43B
Schwab MarketTrack All Equity
Price$27.08
Change-$0.05 (-0.18%)
VolumeN/A
Net Assets1.06B
JFTUX vs SWEGX Comparison Chart in %
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JFTUX vs. SWEGX commentary
Sep 18, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
JFTUX has more cash in the bank: 6.43B vs. SWEGX (1.06B). JFTUX pays higher dividends than SWEGX: JFTUX (2.45) vs SWEGX (1.59). 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 (5.00). 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 : 14.20 vs. SWEGX (10.72). SWEGX return over 5 years is better than : 57.17 vs. JFTUX (51.14).
| 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 | 14.140 | 16.538 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.43B | 1.06B | 607% |
| Annual Yield % from dividends | 2.45 | 1.59 | 154% |
| Returns for 1 year | 14.20 | 10.72 | 132% |
| Returns for 3 years | 44.12 | 46.26 | 95% |
| Returns for 5 years | 51.14 | 57.17 | 89% |
| Returns for 10 years | N/A | 83.04 | - |
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