Interact to see
Advertisement
Advertisement
JLFIX vs RBETX
JLFIX vs RBETX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JLFIX vs. RBETX 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 RBETX is a Hold.
FUNDAMENTALS
Fundamentals
RBETX has more cash in the bank: 51.3B vs. JLFIX (1.08B). JLFIX pays higher dividends than RBETX: JLFIX (2.83) vs RBETX (1.24). 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 : 10.92 vs. RBETX (9.31). RBETX return over 5 years is better than : 23.22 vs. JLFIX (10.40).
| 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 | 10.320 | 10.322 | 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 | 1.24 | 227% |
| Returns for 1 year | 10.92 | 9.31 | 117% |
| Returns for 3 years | 14.17 | 25.81 | 55% |
| Returns for 5 years | 10.40 | 23.22 | 45% |
| Returns for 10 years | 21.94 | 61.73 | 36% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| IDNA | 22.97 | 0.43 | +1.90% |
| iShares Genomics Immnlgy & Hlthcr ETF | |||
| XDTE | 44.04 | 0.56 | +1.29% |
| Roundhill S&P 500 0DTE Cov Cll Strat ETF | |||
| SEPT | 33.49 | 0.35 | +1.06% |
| AllianzIM U.S. Large Cp Buffer10 Sep ETF | |||
| FLRN | 30.84 | 0.02 | +0.06% |
| SPDR® Blmbg Inv Grd Flt Rt ETF | |||
| CCZ | 60.85 | N/A | N/A |
| Comcast Holdings Corp | |||