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FBPGX vs JEPAX
FBPGX vs JEPAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
JEPAX has more cash in the bank: 6.45B vs. FBPGX (72M). JEPAX pays higher dividends than FBPGX: JEPAX (8.03) vs FBPGX (3.27). FBPGX was incepted earlier than JEPAX: FBPGX (2 years) vs JEPAX (7 years). FBPGX (1.42) is less costly to investors than JEPAX (0.85). JEPAX is a more actively managed with annual turnover of: 176.00 vs. FBPGX (20.00). FBPGX initial investment is less costly to investors than JEPAX (5%) vs JEPAX (5%). FBPGX (1000) and JEPAX (1000) have matching initial minimum investment requirements. JEPAX annual gain was more profitable for investors over the last year : 9.94 vs. FBPGX (2.20).
| FBPGX | JEPAX | FBPGX / JEPAX | |
| Total Expense Ratio | 1.24 | 0.85 | 146% |
| Annual Report Gross Expense Ratio | 1.42 | 0.85 | 167% |
| Fund Existence | 2 years | 7 years | - |
| Gain YTD | 7.931 | 3.234 | 245% |
| Front Load | 6% | 5% | 110% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 72M | 6.45B | 1% |
| Annual Yield % from dividends | 3.27 | 8.03 | 41% |
| Returns for 1 year | 2.20 | 9.94 | 22% |
| Returns for 3 years | N/A | 30.63 | - |
| Returns for 5 years | N/A | 64.44 | - |
| Returns for 10 years | N/A | N/A | - |
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