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JLDHX vs RACTX
JLDHX vs RACTX Comparison Chart in %
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JLDHX vs. RACTX commentary
Aug 02, 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 JLDHX is a Hold and RACTX is a Hold.
FUNDAMENTALS
Fundamentals
RACTX has more cash in the bank: 14.9B vs. JLDHX (364M). JLDHX pays higher dividends than RACTX: JLDHX (3.61) vs RACTX (1.83). JLDHX was incepted earlier than RACTX: JLDHX (19 years) vs RACTX (19 years). RACTX (1.39) is less costly to investors than JLDHX (0.97). JLDHX is a more actively managed with annual turnover of: 19.00 vs. RACTX (5.00). JLDHX has a lower initial minimum investment than RACTX: JLDHX (0) vs RACTX (250). JLDHX annual gain was more profitable for investors over the last year : 8.19 vs. RACTX (6.73). RACTX return over 5 years is better than : 15.30 vs. JLDHX (2.99).
| JLDHX | RACTX | JLDHX / RACTX | |
| Total Expense Ratio | 0.60 | 1.39 | 43% |
| Annual Report Gross Expense Ratio | 0.97 | 1.39 | 70% |
| Fund Existence | 19 years | 19 years | - |
| Gain YTD | 6.626 | 7.444 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 364M | 14.9B | 2% |
| Annual Yield % from dividends | 3.61 | 1.83 | 197% |
| Returns for 1 year | 8.19 | 6.73 | 122% |
| Returns for 3 years | 10.02 | 17.34 | 58% |
| Returns for 5 years | 2.99 | 15.30 | 20% |
| Returns for 10 years | 3.47 | 31.98 | 11% |
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