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CGARX vs JFTUX
CGARX vs JFTUX Comparison
Open Charts CGARX vs JFTUX
Calvert Growth Allocation R6
Price$30.64
Change+$0.09 (+0.29%)
VolumeN/A
Net Assets371.28M
JPMorgan Investor Growth R6
Price$30.31
Change+$0.04 (+0.13%)
VolumeN/A
Net Assets6.59B
CGARX vs JFTUX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
JFTUX has more cash in the bank: 6.59B vs. CGARX (371M). JFTUX pays higher dividends than CGARX: JFTUX (2.35) vs CGARX (1.43). CGARX was incepted earlier than JFTUX: CGARX (4 years) vs JFTUX (8 years). CGARX (0.64) is less costly to investors than JFTUX (0.49). CGARX is a more actively managed with annual turnover of: 23.00 vs. JFTUX (3.00). CGARX has a lower initial minimum investment than JFTUX: CGARX (5000000) vs JFTUX (15000000). JFTUX annual gain was more profitable for investors over the last year : 12.95 vs. CGARX (10.86).
| CGARX | JFTUX | CGARX / JFTUX | |
| Total Expense Ratio | 0.64 | 0.49 | 131% |
| Annual Report Gross Expense Ratio | 0.64 | 0.49 | 131% |
| Fund Existence | 4 years | 8 years | - |
| Gain YTD | 14.542 | 16.865 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 15000000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 371M | 6.59B | 6% |
| Annual Yield % from dividends | 1.43 | 2.35 | 61% |
| Returns for 1 year | 10.86 | 12.95 | 84% |
| Returns for 3 years | 38.72 | 42.80 | 90% |
| Returns for 5 years | N/A | 43.43 | - |
| Returns for 10 years | N/A | N/A | - |
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