Interact to see
Advertisement
Advertisement
JFFPX vs SWORX
JFFPX vs SWORX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JFFPX vs. SWORX commentary
Jun 18, 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 JFFPX is a Hold and SWORX is a Hold.
FUNDAMENTALS
Fundamentals
JFFPX has more cash in the bank: 1.93B vs. SWORX (244M). SWORX (1.71) and JFFPX (1.70) have matching dividends . JFFPX was incepted earlier than SWORX: JFFPX (9 years) vs SWORX (12 years). JFFPX (0.94) is less costly to investors than SWORX (0.60). JFFPX is a more actively managed with annual turnover of: 25.00 vs. SWORX (4.00). JFFPX (0) and SWORX (0) have matching initial minimum investment requirements. JFFPX (10.72) and SWORX (10.39) have marching annual gain over last year. SWORX return over 5 years is better than : 47.15 vs. JFFPX (38.82).
| JFFPX | SWORX | JFFPX / SWORX | |
| Total Expense Ratio | 0.91 | 0.56 | 163% |
| Annual Report Gross Expense Ratio | 0.94 | 0.60 | 157% |
| Fund Existence | 9 years | 12 years | - |
| Gain YTD | 6.250 | 6.818 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.93B | 244M | 792% |
| Annual Yield % from dividends | 1.70 | 1.71 | 100% |
| Returns for 1 year | 10.72 | 10.39 | 103% |
| Returns for 3 years | 37.86 | 36.94 | 102% |
| Returns for 5 years | 38.82 | 47.15 | 82% |
| Returns for 10 years | N/A | 57.55 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement