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JLBOX vs TRRGX
JLBOX vs TRRGX Comparison Chart
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JLBOX vs. TRRGX commentary
May 07, 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: 5.12B vs. JLBOX (151M). JLBOX pays higher dividends than TRRGX: JLBOX (3.91) vs TRRGX (2.72). 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). JLBOX has a lower initial minimum investment than TRRGX: JLBOX (0) vs TRRGX (2500). JLBOX (6.33) and TRRGX (6.24) have marching annual gain over last year. JLBOX return over 5 years is better than : 10.77 vs. TRRGX (6.31).
| 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 | 1.733 | 1.828 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 151M | 5.12B | 3% |
| Annual Yield % from dividends | 3.91 | 2.72 | 144% |
| Returns for 1 year | 6.33 | 6.24 | 101% |
| Returns for 3 years | 5.80 | 5.78 | 100% |
| Returns for 5 years | 10.77 | 6.31 | 171% |
| Returns for 10 years | -1.37 | 3.22 | -42% |
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