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JULCX vs PACAX
JULCX vs PACAX Comparison
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JULCX vs PACAX Comparison Chart in %
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JULCX vs. PACAX 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 PACAX is a Hold.
FUNDAMENTALS
Fundamentals
JULCX has more cash in the bank: 1.4B vs. PACAX (835M). JULCX pays higher dividends than PACAX: JULCX (4.01) vs PACAX (2.71). JULCX was incepted earlier than PACAX: JULCX (15 years) vs PACAX (33 years). PACAX (0.96) is less costly to investors than JULCX (0.81). PACAX is a more actively managed with annual turnover of: 243.00 vs. JULCX (15.00). PACAX has a lower initial minimum investment than JULCX: PACAX (0) vs JULCX (1000000). JULCX annual gain was more profitable for investors over the last year : 3.97 vs. PACAX (3.73). JULCX return over 5 years is better than : 8.25 vs. PACAX (7.37).
| JULCX | PACAX | JULCX / PACAX | |
| Total Expense Ratio | 0.81 | 0.96 | 84% |
| Annual Report Gross Expense Ratio | 0.81 | 0.96 | 84% |
| Fund Existence | 15 years | 33 years | - |
| Gain YTD | 2.553 | 3.115 | 82% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.4B | 835M | 168% |
| Annual Yield % from dividends | 4.01 | 2.71 | 148% |
| Returns for 1 year | 3.97 | 3.73 | 106% |
| Returns for 3 years | 25.46 | 29.77 | 86% |
| Returns for 5 years | 8.25 | 7.37 | 112% |
| Returns for 10 years | 34.01 | 36.56 | 93% |
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