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JLEGX vs RFDTX
JLEGX vs RFDTX Comparison Chart in %
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JLEGX vs. RFDTX commentary
Oct 01, 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 JLEGX is a Hold and RFDTX is a Hold.
FUNDAMENTALS
Fundamentals
RFDTX has more cash in the bank: 32.6B vs. JLEGX (710M). JLEGX pays higher dividends than RFDTX: JLEGX (3.13) vs RFDTX (2.59). JLEGX was incepted earlier than RFDTX: JLEGX (19 years) vs RFDTX (16 years). JLEGX (1.25) is less costly to investors than RFDTX (0.31). JLEGX is a more actively managed with annual turnover of: 17.00 vs. RFDTX (10.00). JLEGX has a lower initial minimum investment than RFDTX: JLEGX (0) vs RFDTX (250). JLEGX annual gain was more profitable for investors over the last year : 8.17 vs. RFDTX (6.86). RFDTX return over 5 years is better than : 24.73 vs. JLEGX (7.82).
| JLEGX | RFDTX | JLEGX / RFDTX | |
| Total Expense Ratio | 0.81 | 0.31 | 261% |
| Annual Report Gross Expense Ratio | 1.25 | 0.31 | 403% |
| Fund Existence | 19 years | 16 years | - |
| Gain YTD | 10.754 | 11.718 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 710M | 32.6B | 2% |
| Annual Yield % from dividends | 3.13 | 2.59 | 121% |
| Returns for 1 year | 8.17 | 6.86 | 119% |
| Returns for 3 years | 24.58 | 37.63 | 65% |
| Returns for 5 years | 7.82 | 24.73 | 32% |
| Returns for 10 years | 16.35 | 56.40 | 29% |
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