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JFTUX vs SWEGX
JFTUX vs SWEGX Comparison
Open Charts JFTUX vs SWEGX
JFTUX vs SWEGX Comparison Chart in %
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JFTUX vs. SWEGX commentary
Sep 21, 2026
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: 6.94B vs. SWEGX (1.21B). JFTUX pays higher dividends than SWEGX: JFTUX (1.96) vs SWEGX (1.52). JFTUX was incepted earlier than SWEGX: JFTUX (9 years) vs SWEGX (28 years). SWEGX (0.51) is less costly to investors than JFTUX (0.48). SWEGX is a more actively managed with annual turnover of: 20.00 vs. JFTUX (4.00). SWEGX has a lower initial minimum investment than JFTUX: SWEGX (0) vs JFTUX (15000000). SWEGX annual gain was more profitable for investors over the last year : 10.79 vs. JFTUX (9.13). SWEGX return over 5 years is better than : 36.77 vs. JFTUX (34.05).
| JFTUX | SWEGX | JFTUX / SWEGX | |
| Total Expense Ratio | 0.48 | 0.51 | 94% |
| Annual Report Gross Expense Ratio | 0.48 | 0.51 | 94% |
| Fund Existence | 9 years | 28 years | - |
| Gain YTD | 8.400 | 13.158 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.94B | 1.21B | 572% |
| Annual Yield % from dividends | 1.96 | 1.52 | 128% |
| Returns for 1 year | 9.13 | 10.79 | 85% |
| Returns for 3 years | 51.65 | 49.83 | 104% |
| Returns for 5 years | 34.05 | 36.77 | 93% |
| Returns for 10 years | N/A | 105.79 | - |
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