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JLIEX vs RHGTX
JLIEX vs RHGTX Comparison Chart
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JLIEX vs. RHGTX 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 RHGTX is a Hold.
FUNDAMENTALS
Fundamentals
RHGTX has more cash in the bank: 44.2B vs. JLIEX (890M). JLIEX pays higher dividends than RHGTX: JLIEX (1.84) vs RHGTX (1.46). JLIEX was incepted earlier than RHGTX: JLIEX (13 years) vs RHGTX (9 years). JLIEX (1.40) is less costly to investors than RHGTX (0.50). JLIEX has a lower initial minimum investment than RHGTX: JLIEX (0) vs RHGTX (250). RHGTX annual gain was more profitable for investors over the last year : 7.26 vs. JLIEX (5.93). RHGTX return over 5 years is better than : 44.80 vs. JLIEX (16.81).
| JLIEX | RHGTX | JLIEX / RHGTX | |
| Total Expense Ratio | 1.08 | 0.50 | 216% |
| Annual Report Gross Expense Ratio | 1.40 | 0.50 | 280% |
| Fund Existence | 13 years | 9 years | - |
| Gain YTD | 0.286 | 1.475 | 19% |
| 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 | 1.46 | 126% |
| Returns for 1 year | 5.93 | 7.26 | 82% |
| Returns for 3 years | 3.97 | 25.58 | 16% |
| Returns for 5 years | 16.81 | 44.80 | 38% |
| Returns for 10 years | -2.23 | N/A | - |
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