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JLDHX vs RECTX
JLDHX vs RECTX Comparison Chart
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JLDHX vs. RECTX commentary
Apr 29, 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: 14.8B vs. JLDHX (364M). JLDHX pays higher dividends than RECTX: JLDHX (3.79) vs RECTX (2.90). JLDHX was incepted earlier than RECTX: JLDHX (19 years) vs RECTX (18 years). JLDHX (0.97) is less costly to investors than RECTX (0.35). JLDHX has a lower initial minimum investment than RECTX: JLDHX (0) vs RECTX (250). RECTX annual gain was more profitable for investors over the last year : 7.46 vs. JLDHX (6.96). RECTX return over 5 years is better than : 20.93 vs. JLDHX (6.29).
| 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 | 18 years | - |
| Gain YTD | 0.859 | 2.293 | 37% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 364M | 14.8B | 2% |
| Annual Yield % from dividends | 3.79 | 2.90 | 131% |
| Returns for 1 year | 6.96 | 7.46 | 93% |
| Returns for 3 years | 2.07 | 12.76 | 16% |
| Returns for 5 years | 6.29 | 20.93 | 30% |
| Returns for 10 years | -3.52 | 30.96 | -11% |
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