Interact to see
Advertisement
Advertisement
FBPGX vs JEPIX
FBPGX vs JEPIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
JEPIX has more cash in the bank: 6.45B vs. FBPGX (72M). JEPIX pays higher dividends than FBPGX: JEPIX (8.28) vs FBPGX (3.27). FBPGX was incepted earlier than JEPIX: FBPGX (2 years) vs JEPIX (7 years). FBPGX (1.42) is less costly to investors than JEPIX (0.60). JEPIX is a more actively managed with annual turnover of: 176.00 vs. FBPGX (20.00). FBPGX has a lower initial minimum investment than JEPIX: FBPGX (1000) vs JEPIX (1000000). JEPIX annual gain was more profitable for investors over the last year : 10.22 vs. FBPGX (2.20).
| FBPGX | JEPIX | FBPGX / JEPIX | |
| Total Expense Ratio | 1.24 | 0.60 | 207% |
| Annual Report Gross Expense Ratio | 1.42 | 0.60 | 237% |
| Fund Existence | 2 years | 7 years | - |
| Gain YTD | 7.931 | 3.366 | 236% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 72M | 6.45B | 1% |
| Annual Yield % from dividends | 3.27 | 8.28 | 40% |
| Returns for 1 year | 2.20 | 10.22 | 22% |
| Returns for 3 years | N/A | 31.62 | - |
| Returns for 5 years | N/A | 66.60 | - |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement