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JLDHX vs RBCTX
JLDHX vs RBCTX Comparison Chart in %
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JLDHX vs. RBCTX 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 RBCTX is a Hold.
FUNDAMENTALS
Fundamentals
RBCTX has more cash in the bank: 14.9B vs. JLDHX (364M). JLDHX pays higher dividends than RBCTX: JLDHX (3.61) vs RBCTX (1.82). JLDHX was incepted earlier than RBCTX: JLDHX (19 years) vs RBCTX (19 years). RBCTX (1.39) is less costly to investors than JLDHX (0.97). JLDHX is a more actively managed with annual turnover of: 19.00 vs. RBCTX (5.00). JLDHX has a lower initial minimum investment than RBCTX: JLDHX (0) vs RBCTX (250). JLDHX annual gain was more profitable for investors over the last year : 8.19 vs. RBCTX (6.61). RBCTX return over 5 years is better than : 15.00 vs. JLDHX (2.99).
| JLDHX | RBCTX | JLDHX / RBCTX | |
| 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 | 7.447 | 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 | 1.82 | 198% |
| Returns for 1 year | 8.19 | 6.61 | 124% |
| Returns for 3 years | 10.02 | 17.11 | 59% |
| Returns for 5 years | 2.99 | 15.00 | 20% |
| Returns for 10 years | 3.47 | 31.37 | 11% |
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