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JLBOX vs TRUBX
JLBOX vs TRUBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
TRUBX has more cash in the bank: 5.23B vs. JLBOX (155M). JLBOX pays higher dividends than TRUBX: JLBOX (3.75) vs TRUBX (2.88). JLBOX was incepted earlier than TRUBX: JLBOX (19 years) vs TRUBX (2 years). JLBOX (1.02) is less costly to investors than TRUBX (0.35). TRUBX is a more actively managed with annual turnover of: 27.80 vs. JLBOX (19.00). JLBOX has a lower initial minimum investment than TRUBX: JLBOX (0) vs TRUBX (500000). JLBOX annual gain was more profitable for investors over the last year : 7.06 vs. TRUBX (6.25).
| JLBOX | TRUBX | JLBOX / TRUBX | |
| Total Expense Ratio | 0.57 | 0.35 | 163% |
| Annual Report Gross Expense Ratio | 1.02 | 0.35 | 291% |
| Fund Existence | 19 years | 2 years | - |
| Gain YTD | 6.000 | 6.131 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 155M | 5.23B | 3% |
| Annual Yield % from dividends | 3.75 | 2.88 | 130% |
| Returns for 1 year | 7.06 | 6.25 | 113% |
| Returns for 3 years | 14.94 | N/A | - |
| Returns for 5 years | 6.81 | N/A | - |
| Returns for 10 years | 3.44 | N/A | - |
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