Interact to see
Advertisement
Advertisement
JTLRX vs MXKVX
JTLRX vs MXKVX Comparison
Open Charts JTLRX vs MXKVX
JTLRX vs MXKVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JTLRX vs. MXKVX commentary
Jun 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 JTLRX is a Hold and MXKVX is a Hold.
FUNDAMENTALS
Fundamentals
MXKVX has more cash in the bank: 1.79B vs. JTLRX (1.52B). JTLRX pays higher dividends than MXKVX: JTLRX (3.81) vs MXKVX (2.16). JTLRX was incepted earlier than MXKVX: JTLRX (21 years) vs MXKVX (11 years). JTLRX (0.86) is less costly to investors than MXKVX (0.49). JTLRX is a more actively managed with annual turnover of: 15.00 vs. MXKVX (9.00). JTLRX (0) and MXKVX (0) have matching initial minimum investment requirements. JTLRX annual gain was more profitable for investors over the last year : 9.64 vs. MXKVX (8.98). MXKVX return over 5 years is better than : 11.34 vs. JTLRX (10.56).
| JTLRX | MXKVX | JTLRX / MXKVX | |
| Total Expense Ratio | 0.86 | 0.41 | 210% |
| Annual Report Gross Expense Ratio | 0.86 | 0.49 | 176% |
| Fund Existence | 21 years | 11 years | - |
| Gain YTD | 3.598 | 4.195 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.52B | 1.79B | 85% |
| Annual Yield % from dividends | 3.81 | 2.16 | 176% |
| Returns for 1 year | 9.64 | 8.98 | 107% |
| Returns for 3 years | 15.86 | 15.80 | 100% |
| Returns for 5 years | 10.56 | 11.34 | 93% |
| Returns for 10 years | 37.42 | 38.93 | 96% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement