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JLIEX vs RBEKX
JLIEX vs RBEKX Comparison Chart
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JLIEX vs. RBEKX commentary
May 10, 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 JLIEX is a Hold and RBEKX is a Hold.
FUNDAMENTALS
Fundamentals
RBEKX has more cash in the bank: 44.2B vs. JLIEX (890M). JLIEX pays higher dividends than RBEKX: JLIEX (1.84) vs RBEKX (0.86). JLIEX was incepted earlier than RBEKX: JLIEX (13 years) vs RBEKX (11 years). JLIEX (1.40) is less costly to investors than RBEKX (1.16). JLIEX has a lower initial minimum investment than RBEKX: JLIEX (0) vs RBEKX (250). RBEKX annual gain was more profitable for investors over the last year : 6.53 vs. JLIEX (5.93). RBEKX return over 5 years is better than : 41.32 vs. JLIEX (16.81).
| JLIEX | RBEKX | JLIEX / RBEKX | |
| Total Expense Ratio | 1.08 | 1.16 | 93% |
| Annual Report Gross Expense Ratio | 1.40 | 1.16 | 121% |
| Fund Existence | 13 years | 11 years | - |
| Gain YTD | 0.286 | 1.199 | 24% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 890M | 44.2B | 2% |
| Annual Yield % from dividends | 1.84 | 0.86 | 214% |
| Returns for 1 year | 5.93 | 6.53 | 91% |
| Returns for 3 years | 3.97 | 23.68 | 17% |
| Returns for 5 years | 16.81 | 41.32 | 41% |
| Returns for 10 years | -2.23 | 53.68 | -4% |
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