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JLEOX vs RBDTX
JLEOX vs RBDTX Comparison Chart in %
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JLEOX vs. RBDTX commentary
Jul 17, 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 JLEOX is a Hold and RBDTX is a Hold.
FUNDAMENTALS
Fundamentals
RBDTX has more cash in the bank: 32.6B vs. JLEOX (713M). JLEOX pays higher dividends than RBDTX: JLEOX (3.41) vs RBDTX (1.67). JLEOX was incepted earlier than RBDTX: JLEOX (19 years) vs RBDTX (18 years). RBDTX (1.40) is less costly to investors than JLEOX (0.95). JLEOX is a more actively managed with annual turnover of: 17.00 vs. RBDTX (10.00). JLEOX has a lower initial minimum investment than RBDTX: JLEOX (0) vs RBDTX (250). JLEOX annual gain was more profitable for investors over the last year : 6.63 vs. RBDTX (5.79). RBDTX return over 5 years is better than : 17.13 vs. JLEOX (7.80).
| JLEOX | RBDTX | JLEOX / RBDTX | |
| Total Expense Ratio | 0.61 | 1.40 | 44% |
| Annual Report Gross Expense Ratio | 0.95 | 1.40 | 68% |
| Fund Existence | 19 years | 18 years | - |
| Gain YTD | 6.340 | 7.395 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 713M | 32.6B | 2% |
| Annual Yield % from dividends | 3.41 | 1.67 | 204% |
| Returns for 1 year | 6.63 | 5.79 | 115% |
| Returns for 3 years | 13.76 | 21.90 | 63% |
| Returns for 5 years | 7.80 | 17.13 | 46% |
| Returns for 10 years | 8.80 | 34.72 | 25% |
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