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JLBOX vs TRRGX
JLBOX vs TRRGX Comparison Chart in %
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JLBOX vs. TRRGX commentary
Jul 16, 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 TRRGX is a Hold.
FUNDAMENTALS
Fundamentals
TRRGX has more cash in the bank: 5.23B vs. JLBOX (156M). JLBOX pays higher dividends than TRRGX: JLBOX (3.75) vs TRRGX (2.60). JLBOX was incepted earlier than TRRGX: JLBOX (19 years) vs TRRGX (21 years). JLBOX (1.02) is less costly to investors than TRRGX (0.50). TRRGX is a more actively managed with annual turnover of: 27.80 vs. JLBOX (19.00). JLBOX has a lower initial minimum investment than TRRGX: JLBOX (0) vs TRRGX (2500). JLBOX annual gain was more profitable for investors over the last year : 7.06 vs. TRRGX (6.10). JLBOX return over 5 years is better than : 6.57 vs. TRRGX (1.13).
| JLBOX | TRRGX | JLBOX / TRRGX | |
| Total Expense Ratio | 0.57 | 0.50 | 114% |
| Annual Report Gross Expense Ratio | 1.02 | 0.50 | 204% |
| Fund Existence | 19 years | 21 years | - |
| Gain YTD | 6.000 | 6.041 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 156M | 5.23B | 3% |
| Annual Yield % from dividends | 3.75 | 2.60 | 144% |
| Returns for 1 year | 7.06 | 6.10 | 116% |
| Returns for 3 years | 14.94 | 14.34 | 104% |
| Returns for 5 years | 6.57 | 1.13 | 583% |
| Returns for 10 years | 3.44 | 8.28 | 42% |
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