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JLIGX vs RCKTX
JLIGX vs RCKTX Comparison Chart in %
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JLIGX vs. RCKTX commentary
Aug 11, 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 JLIGX is a Hold and RCKTX is a Hold.
FUNDAMENTALS
Fundamentals
RCKTX has more cash in the bank: 48.4B vs. JLIGX (946M). JLIGX pays higher dividends than RCKTX: JLIGX (1.91) vs RCKTX (0.88). JLIGX was incepted earlier than RCKTX: JLIGX (19 years) vs RCKTX (19 years). JLIGX (1.25) is less costly to investors than RCKTX (1.00). JLIGX is a more actively managed with annual turnover of: 17.00 vs. RCKTX (6.00). JLIGX has a lower initial minimum investment than RCKTX: JLIGX (0) vs RCKTX (250). RCKTX (15.40) and JLIGX (14.66) have marching annual gain over last year. RCKTX return over 5 years is better than : 38.22 vs. JLIGX (11.21).
| JLIGX | RCKTX | JLIGX / RCKTX | |
| Total Expense Ratio | 0.83 | 1.00 | 83% |
| Annual Report Gross Expense Ratio | 1.25 | 1.00 | 125% |
| Fund Existence | 19 years | 19 years | - |
| Gain YTD | 9.656 | 11.409 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 946M | 48.4B | 2% |
| Annual Yield % from dividends | 1.91 | 0.88 | 216% |
| Returns for 1 year | 14.66 | 15.40 | 95% |
| Returns for 3 years | 10.91 | 32.98 | 33% |
| Returns for 5 years | 11.21 | 38.22 | 29% |
| Returns for 10 years | 10.79 | 74.47 | 14% |
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