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JLHOX vs RBEFX
JLHOX vs RBEFX Comparison Chart in %
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JLHOX vs. RBEFX commentary
Aug 26, 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 JLHOX is a Hold and RBEFX is a Hold.
FUNDAMENTALS
Fundamentals
RBEFX has more cash in the bank: 52.7B vs. JLHOX (1.11B). JLHOX pays higher dividends than RBEFX: JLHOX (2.39) vs RBEFX (1.17). JLHOX was incepted earlier than RBEFX: JLHOX (19 years) vs RBEFX (11 years). RBEFX (1.14) is less costly to investors than JLHOX (0.95). JLHOX is a more actively managed with annual turnover of: 16.00 vs. RBEFX (7.00). JLHOX has a lower initial minimum investment than RBEFX: JLHOX (0) vs RBEFX (250). JLHOX annual gain was more profitable for investors over the last year : 11.72 vs. RBEFX (10.17). RBEFX return over 5 years is better than : 31.37 vs. JLHOX (13.25).
| JLHOX | RBEFX | JLHOX / RBEFX | |
| Total Expense Ratio | 0.64 | 1.14 | 56% |
| Annual Report Gross Expense Ratio | 0.95 | 1.14 | 83% |
| Fund Existence | 19 years | 11 years | - |
| Gain YTD | 11.155 | 11.447 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.11B | 52.7B | 2% |
| Annual Yield % from dividends | 2.39 | 1.17 | 205% |
| Returns for 1 year | 11.72 | 10.17 | 115% |
| Returns for 3 years | 15.60 | 29.50 | 53% |
| Returns for 5 years | 13.25 | 31.37 | 42% |
| Returns for 10 years | 30.98 | 77.19 | 40% |
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