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JTLRX vs MXKVX
JTLRX vs MXKVX Comparison
Open Charts JTLRX vs MXKVX
JTLRX vs MXKVX Comparison Chart in %
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JTLRX vs. MXKVX commentary
Aug 09, 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: 1.81B vs. JTLRX (1.45B). JTLRX pays higher dividends than MXKVX: JTLRX (3.99) vs MXKVX (2.15). 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. MXKVX annual gain was more profitable for investors over the last year : 8.07 vs. JTLRX (7.34). MXKVX return over 5 years is better than : 10.54 vs. JTLRX (9.50).
| 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 | 3.684 | 4.976 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.45B | 1.81B | 80% |
| Annual Yield % from dividends | 3.99 | 2.15 | 185% |
| Returns for 1 year | 7.34 | 8.07 | 91% |
| Returns for 3 years | 25.46 | 21.70 | 117% |
| Returns for 5 years | 9.50 | 10.54 | 90% |
| Returns for 10 years | 34.62 | 36.69 | 94% |
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