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JULCX vs MXKVX
JULCX vs MXKVX Comparison
Open Charts JULCX vs MXKVX
JULCX vs MXKVX Comparison Chart in %
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JULCX vs. MXKVX commentary
Sep 20, 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 JULCX is a Hold and MXKVX is a Hold.
FUNDAMENTALS
Fundamentals
MXKVX has more cash in the bank: 1.82B vs. JULCX (1.4B). JULCX pays higher dividends than MXKVX: JULCX (4.01) vs MXKVX (2.14). JULCX was incepted earlier than MXKVX: JULCX (15 years) vs MXKVX (11 years). JULCX (0.81) is less costly to investors than MXKVX (0.49). JULCX is a more actively managed with annual turnover of: 15.00 vs. MXKVX (9.00). MXKVX has a lower initial minimum investment than JULCX: MXKVX (0) vs JULCX (1000000). JULCX annual gain was more profitable for investors over the last year : 3.97 vs. MXKVX (3.41). MXKVX (8.52) and JULCX (8.25) have equivalent 5 years return.
| JULCX | MXKVX | JULCX / MXKVX | |
| Total Expense Ratio | 0.81 | 0.41 | 198% |
| Annual Report Gross Expense Ratio | 0.81 | 0.49 | 165% |
| Fund Existence | 15 years | 11 years | - |
| Gain YTD | 2.553 | 2.650 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.4B | 1.82B | 77% |
| Annual Yield % from dividends | 4.01 | 2.14 | 187% |
| Returns for 1 year | 3.97 | 3.41 | 116% |
| Returns for 3 years | 25.46 | 21.30 | 120% |
| Returns for 5 years | 8.25 | 8.52 | 97% |
| Returns for 10 years | 34.01 | 35.55 | 96% |
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