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JLFIX vs RBETX
JLFIX vs RBETX Comparison Chart in %
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JLFIX vs. RBETX commentary
Sep 20, 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 RBETX is a Hold.
FUNDAMENTALS
Fundamentals
RBETX has more cash in the bank: 52.2B vs. JLFIX (1.09B). JLFIX pays higher dividends than RBETX: JLFIX (2.77) vs RBETX (1.22). JLFIX was incepted earlier than RBETX: JLFIX (14 years) vs RBETX (19 years). RBETX (1.42) is less costly to investors than JLFIX (0.89). JLFIX is a more actively managed with annual turnover of: 17.00 vs. RBETX (7.00). RBETX has a lower initial minimum investment than JLFIX: RBETX (250) vs JLFIX (1000000). JLFIX annual gain was more profitable for investors over the last year : 11.55 vs. RBETX (10.04). RBETX return over 5 years is better than : 25.81 vs. JLFIX (13.09).
| JLFIX | RBETX | JLFIX / RBETX | |
| 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 | 12.178 | 12.351 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.09B | 52.2B | 2% |
| Annual Yield % from dividends | 2.77 | 1.22 | 226% |
| Returns for 1 year | 11.55 | 10.04 | 115% |
| Returns for 3 years | 21.04 | 33.23 | 63% |
| Returns for 5 years | 13.09 | 25.81 | 51% |
| Returns for 10 years | 19.61 | 59.85 | 33% |
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