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JLDHX vs RRCTX
JLDHX vs RRCTX Comparison Chart in %
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JLDHX vs. RRCTX 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 RRCTX is a Hold.
FUNDAMENTALS
Fundamentals
RRCTX has more cash in the bank: 14.9B vs. JLDHX (364M). JLDHX pays higher dividends than RRCTX: JLDHX (3.61) vs RRCTX (2.81). JLDHX was incepted earlier than RRCTX: JLDHX (19 years) vs RRCTX (16 years). JLDHX (0.97) is less costly to investors than RRCTX (0.30). JLDHX is a more actively managed with annual turnover of: 19.00 vs. RRCTX (5.00). JLDHX has a lower initial minimum investment than RRCTX: JLDHX (0) vs RRCTX (250). JLDHX (7.80) and RRCTX (7.45) have marching annual gain over last year. RRCTX return over 5 years is better than : 20.49 vs. JLDHX (3.23).
| JLDHX | RRCTX | JLDHX / RRCTX | |
| Total Expense Ratio | 0.60 | 0.30 | 200% |
| Annual Report Gross Expense Ratio | 0.97 | 0.30 | 323% |
| Fund Existence | 19 years | 16 years | - |
| Gain YTD | 6.871 | 8.172 | 84% |
| 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 | 2.81 | 128% |
| Returns for 1 year | 7.80 | 7.45 | 105% |
| Returns for 3 years | 9.51 | 19.54 | 49% |
| Returns for 5 years | 3.23 | 20.49 | 16% |
| Returns for 10 years | 3.61 | 39.98 | 9% |
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