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JFTUX vs SWEGX
JFTUX vs SWEGX Comparison
Open Charts JFTUX vs SWEGX
JPMorgan Investor Growth R6
Price$28.31
Change+$0.14 (+0.50%)
VolumeN/A
Net Assets6.09B
Schwab MarketTrack All Equity
Price$25.72
Change+$0.13 (+0.51%)
VolumeN/A
Net Assets997.82M
JFTUX vs SWEGX Comparison Chart in %
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JFTUX vs. SWEGX commentary
Jul 05, 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: 6.09B vs. SWEGX (998M). JFTUX pays higher dividends than SWEGX: JFTUX (2.53) vs SWEGX (1.66). 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 : 11.39 vs. SWEGX (8.34). SWEGX return over 5 years is better than : 57.31 vs. JFTUX (52.75).
| 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 | 8.370 | 9.923 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.09B | 998M | 610% |
| Annual Yield % from dividends | 2.53 | 1.66 | 153% |
| Returns for 1 year | 11.39 | 8.34 | 136% |
| Returns for 3 years | 37.92 | 38.24 | 99% |
| Returns for 5 years | 52.75 | 57.31 | 92% |
| Returns for 10 years | N/A | 61.57 | - |
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