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JFFRX vs RBMTX
JFFRX vs RBMTX Comparison Chart
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JFFRX vs. RBMTX commentary
May 01, 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 JFFRX is a Hold and RBMTX is a Hold.
FUNDAMENTALS
Fundamentals
RBMTX has more cash in the bank: 24.2B vs. JFFRX (1.81B). JFFRX pays higher dividends than RBMTX: JFFRX (1.65) vs RBMTX (0.23). JFFRX was incepted earlier than RBMTX: JFFRX (13 years) vs RBMTX (15 years). RBMTX (1.48) is less costly to investors than JFFRX (1.19). JFFRX is a more actively managed with annual turnover of: 25.00 vs. RBMTX (5.00). JFFRX has a lower initial minimum investment than RBMTX: JFFRX (0) vs RBMTX (250). JFFRX annual gain was more profitable for investors over the last year : 6.92 vs. RBMTX (4.89). RBMTX (39.30) and JFFRX (38.65) have equivalent 5 years return.
| JFFRX | RBMTX | JFFRX / RBMTX | |
| Total Expense Ratio | 1.16 | 1.48 | 78% |
| Annual Report Gross Expense Ratio | 1.19 | 1.48 | 80% |
| Fund Existence | 13 years | 15 years | - |
| Gain YTD | -0.853 | -1.422 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.81B | 24.2B | 7% |
| Annual Yield % from dividends | 1.65 | 0.23 | 713% |
| Returns for 1 year | 6.92 | 4.89 | 142% |
| Returns for 3 years | 12.22 | 16.13 | 76% |
| Returns for 5 years | 38.65 | 39.30 | 98% |
| Returns for 10 years | 42.98 | 56.36 | 76% |
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