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JLDHX vs RECTX
JLDHX vs RECTX Comparison Chart in %
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JLDHX vs. RECTX 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 RECTX is a Hold.
FUNDAMENTALS
Fundamentals
RECTX has more cash in the bank: 14.9B vs. JLDHX (364M). JLDHX pays higher dividends than RECTX: JLDHX (3.61) vs RECTX (2.75). JLDHX was incepted earlier than RECTX: JLDHX (19 years) vs RECTX (19 years). JLDHX (0.97) is less costly to investors than RECTX (0.35). JLDHX is a more actively managed with annual turnover of: 19.00 vs. RECTX (5.00). JLDHX has a lower initial minimum investment than RECTX: JLDHX (0) vs RECTX (250). JLDHX (8.19) and RECTX (7.82) have marching annual gain over last year. RECTX return over 5 years is better than : 20.32 vs. JLDHX (2.99).
| JLDHX | RECTX | JLDHX / RECTX | |
| Total Expense Ratio | 0.60 | 0.35 | 171% |
| Annual Report Gross Expense Ratio | 0.97 | 0.35 | 277% |
| Fund Existence | 19 years | 19 years | - |
| Gain YTD | 6.626 | 8.136 | 81% |
| 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 | 2.75 | 131% |
| Returns for 1 year | 8.19 | 7.82 | 105% |
| Returns for 3 years | 10.02 | 20.38 | 49% |
| Returns for 5 years | 2.99 | 20.32 | 15% |
| Returns for 10 years | 3.47 | 40.08 | 9% |
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