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JLFSX vs RWIAX
JLFSX vs RWIAX Comparison
Open Charts JLFSX vs RWIAX
JLFSX vs RWIAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RWIAX has more cash in the bank: 158B vs. JLFSX (6.9M). RWIAX pays higher dividends than JLFSX: RWIAX (0.70) vs JLFSX (0.39). JLFSX was incepted earlier than RWIAX: JLFSX (3 years) vs RWIAX (24 years). JLFSX (3.80) is less costly to investors than RWIAX (1.51). JLFSX is a more actively managed with annual turnover of: 106.00 vs. RWIAX (44.00). RWIAX has a lower initial minimum investment than JLFSX: RWIAX (250) vs JLFSX (250000). RWIAX annual gain was more profitable for investors over the last year : 13.19 vs. JLFSX (-1.96).
| JLFSX | RWIAX | JLFSX / RWIAX | |
| Total Expense Ratio | 0.95 | 1.51 | 63% |
| Annual Report Gross Expense Ratio | 3.80 | 1.51 | 252% |
| Fund Existence | 3 years | 24 years | - |
| Gain YTD | 3.085 | 12.773 | 24% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.9M | 158B | 0% |
| Annual Yield % from dividends | 0.39 | 0.70 | 56% |
| Returns for 1 year | -1.96 | 13.19 | -15% |
| Returns for 3 years | N/A | 40.81 | - |
| Returns for 5 years | N/A | 27.16 | - |
| Returns for 10 years | N/A | 85.99 | - |
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