Interact to see
Advertisement
Advertisement
JLFOX vs RAETX
JLFOX vs RAETX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JLFOX vs. RAETX 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 JLFOX is a Hold and RAETX is a Hold.
FUNDAMENTALS
Fundamentals
RAETX has more cash in the bank: 52.2B vs. JLFOX (1.09B). JLFOX pays higher dividends than RAETX: JLFOX (2.73) vs RAETX (1.21). JLFOX was incepted earlier than RAETX: JLFOX (19 years) vs RAETX (19 years). RAETX (1.42) is less costly to investors than JLFOX (0.93). JLFOX is a more actively managed with annual turnover of: 17.00 vs. RAETX (7.00). JLFOX has a lower initial minimum investment than RAETX: JLFOX (0) vs RAETX (250). JLFOX annual gain was more profitable for investors over the last year : 11.49 vs. RAETX (10.01). RAETX return over 5 years is better than : 25.86 vs. JLFOX (14.62).
| JLFOX | RAETX | JLFOX / RAETX | |
| Total Expense Ratio | 0.62 | 1.42 | 44% |
| Annual Report Gross Expense Ratio | 0.93 | 1.42 | 65% |
| Fund Existence | 19 years | 19 years | - |
| Gain YTD | 12.165 | 12.300 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.09B | 52.2B | 2% |
| Annual Yield % from dividends | 2.73 | 1.21 | 226% |
| Returns for 1 year | 11.49 | 10.01 | 115% |
| Returns for 3 years | 21.99 | 33.21 | 66% |
| Returns for 5 years | 14.62 | 25.86 | 57% |
| Returns for 10 years | 26.77 | 60.65 | 44% |