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JLFIX vs RAETX
JLFIX vs RAETX Comparison Chart in %
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JLFIX vs. RAETX commentary
Aug 25, 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 JLFIX is a Hold and RAETX is a Hold.
FUNDAMENTALS
Fundamentals
RAETX has more cash in the bank: 51.3B vs. JLFIX (1.08B). JLFIX pays higher dividends than RAETX: JLFIX (2.83) vs RAETX (1.23). JLFIX was incepted earlier than RAETX: JLFIX (14 years) vs RAETX (19 years). RAETX (1.42) is less costly to investors than JLFIX (0.89). JLFIX is a more actively managed with annual turnover of: 17.00 vs. RAETX (7.00). RAETX has a lower initial minimum investment than JLFIX: RAETX (250) vs JLFIX (1000000). JLFIX annual gain was more profitable for investors over the last year : 10.92 vs. RAETX (9.29). RAETX return over 5 years is better than : 23.29 vs. JLFIX (10.40).
| JLFIX | RAETX | JLFIX / RAETX | |
| Total Expense Ratio | 0.58 | 1.42 | 41% |
| Annual Report Gross Expense Ratio | 0.89 | 1.42 | 63% |
| Fund Existence | 14 years | 19 years | - |
| Gain YTD | 10.320 | 10.290 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.08B | 51.3B | 2% |
| Annual Yield % from dividends | 2.83 | 1.23 | 230% |
| Returns for 1 year | 10.92 | 9.29 | 118% |
| Returns for 3 years | 14.17 | 25.86 | 55% |
| Returns for 5 years | 10.40 | 23.29 | 45% |
| Returns for 10 years | 21.94 | 62.41 | 35% |
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