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JLBOX vs RRTMX
JLBOX vs RRTMX Comparison Chart in %
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JLBOX vs. RRTMX commentary
Jul 17, 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: 5.23B vs. JLBOX (155M). JLBOX pays higher dividends than RRTMX: JLBOX (3.75) vs RRTMX (2.20). 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 . RRTMX is a more actively managed with annual turnover of: 27.80 vs. JLBOX (19.00). 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 : 7.06 vs. RRTMX (5.48). JLBOX return over 5 years is better than : 6.81 vs. RRTMX (-1.54).
| 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 | 6.000 | 5.754 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 155M | 5.23B | 3% |
| Annual Yield % from dividends | 3.75 | 2.20 | 170% |
| Returns for 1 year | 7.06 | 5.48 | 129% |
| Returns for 3 years | 14.94 | 12.42 | 120% |
| Returns for 5 years | 6.81 | -1.54 | -443% |
| Returns for 10 years | 3.44 | 2.76 | 125% |
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