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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
Aug 24, 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: 1.83B vs. JULCX (1.44B). JULCX pays higher dividends than MXKVX: JULCX (4.04) vs MXKVX (2.15). 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). MXKVX annual gain was more profitable for investors over the last year : 7.74 vs. JULCX (7.30). MXKVX return over 5 years is better than : 11.05 vs. JULCX (10.19).
| 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 | 3.794 | 5.171 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.44B | 1.83B | 79% |
| Annual Yield % from dividends | 4.04 | 2.15 | 188% |
| Returns for 1 year | 7.30 | 7.74 | 94% |
| Returns for 3 years | 27.78 | 24.16 | 115% |
| Returns for 5 years | 10.19 | 11.05 | 92% |
| Returns for 10 years | 34.70 | 36.52 | 95% |
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