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JLBOX vs RRTMX
JLBOX vs RRTMX Comparison Chart in %
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JLBOX vs. RRTMX commentary
Jun 22, 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: 5.17B vs. JLBOX (154M). JLBOX pays higher dividends than RRTMX: JLBOX (3.84) vs RRTMX (2.25). 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 : 7.25 vs. RRTMX (5.46). JLBOX return over 5 years is better than : 7.50 vs. RRTMX (-1.37).
| 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 | 4.400 | 3.728 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 154M | 5.17B | 3% |
| Annual Yield % from dividends | 3.84 | 2.25 | 170% |
| Returns for 1 year | 7.25 | 5.46 | 133% |
| Returns for 3 years | 13.36 | 10.80 | 124% |
| Returns for 5 years | 7.50 | -1.37 | -546% |
| Returns for 10 years | 1.31 | 0.25 | 526% |
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