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JLFOX vs RAETX
JLFOX vs RAETX Comparison Chart in %
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JLFOX vs. RAETX commentary
Aug 27, 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: 51.1B vs. JLFOX (1.08B). JLFOX pays higher dividends than RAETX: JLFOX (2.79) vs RAETX (1.23). 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 : 9.46 vs. RAETX (8.36). RAETX return over 5 years is better than : 21.31 vs. JLFOX (9.97).
| 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 | 9.897 | 10.112 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.08B | 51.1B | 2% |
| Annual Yield % from dividends | 2.79 | 1.23 | 227% |
| Returns for 1 year | 9.46 | 8.36 | 113% |
| Returns for 3 years | 15.22 | 26.57 | 57% |
| Returns for 5 years | 9.97 | 21.31 | 47% |
| Returns for 10 years | 23.09 | 55.87 | 41% |
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