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JLBOX vs RRTMX
JLBOX vs RRTMX Comparison Chart
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JLBOX vs. RRTMX commentary
May 05, 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 JLBOX is a Hold and RRTMX is a Hold.
FUNDAMENTALS
Fundamentals
RRTMX has more cash in the bank: 5.13B vs. JLBOX (152M). JLBOX pays higher dividends than RRTMX: JLBOX (3.91) vs RRTMX (2.30). JLBOX was incepted earlier than RRTMX: JLBOX (19 years) vs RRTMX (18 years). JLBOX (1.02) and RRTMX (1.00) have similar cost to investors . JLBOX has a lower initial minimum investment than RRTMX: JLBOX (0) vs RRTMX (2500). JLBOX annual gain was more profitable for investors over the last year : 7.63 vs. RRTMX (6.40). JLBOX return over 5 years is better than : 11.59 vs. RRTMX (3.43).
| JLBOX | RRTMX | JLBOX / RRTMX | |
| Total Expense Ratio | 0.57 | 1.00 | 57% |
| Annual Report Gross Expense Ratio | 1.02 | 1.00 | 102% |
| Fund Existence | 19 years | 18 years | - |
| Gain YTD | 1.867 | 1.621 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 152M | 5.13B | 3% |
| Annual Yield % from dividends | 3.91 | 2.30 | 170% |
| Returns for 1 year | 7.63 | 6.40 | 119% |
| Returns for 3 years | 4.63 | 2.64 | 176% |
| Returns for 5 years | 11.59 | 3.43 | 338% |
| Returns for 10 years | -0.50 | -1.19 | 42% |
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