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FLDGX vs JFTUX
FLDGX vs JFTUX Comparison
Open Charts FLDGX vs JFTUX
Meeder Dynamic Allocation Retail
Price$14.46
Change+$0.08 (+0.56%)
VolumeN/A
Net Assets413.22M
JPMorgan Investor Growth R6
Price$28.31
Change+$0.14 (+0.50%)
VolumeN/A
Net Assets6.12B
FLDGX vs JFTUX Comparison Chart in %
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FLDGX vs. JFTUX commentary
Jul 06, 2025
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 FLDGX is a Buy and JFTUX is a Hold.
FUNDAMENTALS
Fundamentals
JFTUX has more cash in the bank: 6.12B vs. FLDGX (413M). JFTUX pays higher dividends than FLDGX: JFTUX (2.53) vs FLDGX (0.99). FLDGX was incepted earlier than JFTUX: FLDGX (25 years) vs JFTUX (8 years). FLDGX (1.42) is less costly to investors than JFTUX (0.49). FLDGX is a more actively managed with annual turnover of: 304.00 vs. JFTUX (5.00). FLDGX has a lower initial minimum investment than JFTUX: FLDGX (2500) vs JFTUX (15000000). JFTUX annual gain was more profitable for investors over the last year : 11.94 vs. FLDGX (-3.28). JFTUX return over 5 years is better than : 53.51 vs. FLDGX (31.52).
| FLDGX | JFTUX | FLDGX / JFTUX | |
| Total Expense Ratio | 1.42 | 0.49 | 290% |
| Annual Report Gross Expense Ratio | 1.42 | 0.49 | 290% |
| Fund Existence | 25 years | 8 years | - |
| Gain YTD | 7.894 | 8.908 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 15000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 413M | 6.12B | 7% |
| Annual Yield % from dividends | 0.99 | 2.53 | 39% |
| Returns for 1 year | -3.28 | 11.94 | -27% |
| Returns for 3 years | 32.05 | 38.60 | 83% |
| Returns for 5 years | 31.52 | 53.51 | 59% |
| Returns for 10 years | 55.18 | N/A | - |
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