Interact to see
Advertisement
Advertisement
JLIHX vs RCKTX
JLIHX vs RCKTX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JLIHX 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 JLIHX is a Hold and RCKTX is a Hold.
FUNDAMENTALS
Fundamentals
RCKTX has more cash in the bank: 48.4B vs. JLIHX (946M). JLIHX pays higher dividends than RCKTX: JLIHX (2.07) vs RCKTX (0.88). JLIHX was incepted earlier than RCKTX: JLIHX (19 years) vs RCKTX (19 years). RCKTX (1.00) is less costly to investors than JLIHX (0.95). JLIHX is a more actively managed with annual turnover of: 17.00 vs. RCKTX (6.00). JLIHX has a lower initial minimum investment than RCKTX: JLIHX (0) vs RCKTX (250). RCKTX (15.40) and JLIHX (14.80) have marching annual gain over last year. RCKTX return over 5 years is better than : 38.22 vs. JLIHX (12.28).
| JLIHX | RCKTX | JLIHX / RCKTX | |
| Total Expense Ratio | 0.63 | 1.00 | 63% |
| Annual Report Gross Expense Ratio | 0.95 | 1.00 | 95% |
| Fund Existence | 19 years | 19 years | - |
| Gain YTD | 9.745 | 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 | 2.07 | 0.88 | 235% |
| Returns for 1 year | 14.80 | 15.40 | 96% |
| Returns for 3 years | 11.56 | 32.98 | 35% |
| Returns for 5 years | 12.28 | 38.22 | 32% |
| Returns for 10 years | 12.74 | 74.47 | 17% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers