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CGARX vs JFTUX
CGARX vs JFTUX Comparison
Open Charts CGARX vs JFTUX
Calvert Growth Allocation R6
Price$30.18
Change-$0.03 (-0.10%)
VolumeN/A
Net Assets375.9M
JPMorgan Investor Growth R6
Price$30.10
Change-$0.09 (-0.30%)
VolumeN/A
Net Assets6.72B
CGARX vs JFTUX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
JFTUX has more cash in the bank: 6.72B vs. CGARX (376M). JFTUX pays higher dividends than CGARX: JFTUX (2.10) vs CGARX (1.83). CGARX was incepted earlier than JFTUX: CGARX (4 years) vs JFTUX (9 years). CGARX (0.64) is less costly to investors than JFTUX (0.48). 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 : 14.38 vs. CGARX (11.61).
| CGARX | JFTUX | CGARX / JFTUX | |
| Total Expense Ratio | 0.64 | 0.48 | 133% |
| Annual Report Gross Expense Ratio | 0.64 | 0.48 | 133% |
| Fund Existence | 4 years | 9 years | - |
| Gain YTD | 1.994 | 2.172 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 15000000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 376M | 6.72B | 6% |
| Annual Yield % from dividends | 1.83 | 2.10 | 87% |
| Returns for 1 year | 11.61 | 14.38 | 81% |
| Returns for 3 years | 33.15 | 47.09 | 70% |
| Returns for 5 years | N/A | 37.38 | - |
| Returns for 10 years | N/A | N/A | - |
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