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JAAJX vs RFVTX
JAAJX vs RFVTX Comparison Chart
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JAAJX vs. RFVTX commentary
Feb 25, 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 JAAJX is a Sell and RFVTX is a Hold.
FUNDAMENTALS
Fundamentals
RFVTX has more cash in the bank: 4.22B vs. JAAJX (95.9M). JAAJX pays higher dividends than RFVTX: JAAJX (1.77) vs RFVTX (1.21). JAAJX was incepted earlier than RFVTX: JAAJX (4 years) vs RFVTX (5 years). JAAJX is a more actively managed with annual turnover of: 12.00 vs. RFVTX (1.00). JAAJX has a lower initial minimum investment than RFVTX: JAAJX (0) vs RFVTX (250). JAAJX (12.63) and RFVTX (12.35) have marching annual gain over last year.
| JAAJX | RFVTX | JAAJX / RFVTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 5 years | - |
| Gain YTD | 3.262 | 3.316 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 95.9M | 4.22B | 2% |
| Annual Yield % from dividends | 1.77 | 1.21 | 146% |
| Returns for 1 year | 12.63 | 12.35 | 102% |
| Returns for 3 years | 21.34 | 22.96 | 93% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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