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JLFIX vs RCETX
JLFIX vs RCETX Comparison Chart in %
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JLFIX vs. RCETX 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 RCETX is a Hold.
FUNDAMENTALS
Fundamentals
RCETX has more cash in the bank: 51.3B vs. JLFIX (1.08B). JLFIX pays higher dividends than RCETX: JLFIX (2.83) vs RCETX (1.61). JLFIX was incepted earlier than RCETX: JLFIX (14 years) vs RCETX (19 years). RCETX (0.97) is less costly to investors than JLFIX (0.89). JLFIX is a more actively managed with annual turnover of: 17.00 vs. RCETX (7.00). RCETX has a lower initial minimum investment than JLFIX: RCETX (250) vs JLFIX (1000000). JLFIX annual gain was more profitable for investors over the last year : 10.92 vs. RCETX (9.80). RCETX return over 5 years is better than : 25.51 vs. JLFIX (10.40).
| JLFIX | RCETX | JLFIX / RCETX | |
| Total Expense Ratio | 0.58 | 0.97 | 60% |
| Annual Report Gross Expense Ratio | 0.89 | 0.97 | 92% |
| Fund Existence | 14 years | 19 years | - |
| Gain YTD | 10.320 | 10.594 | 97% |
| 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 | 1.61 | 175% |
| Returns for 1 year | 10.92 | 9.80 | 111% |
| Returns for 3 years | 14.17 | 27.22 | 52% |
| Returns for 5 years | 10.40 | 25.51 | 41% |
| Returns for 10 years | 21.94 | 65.41 | 34% |
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