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JLIHX vs RDGTX
JLIHX vs RDGTX Comparison Chart in %
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JLIHX vs. RDGTX 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 RDGTX is a Hold.
FUNDAMENTALS
Fundamentals
RDGTX has more cash in the bank: 48.4B vs. JLIHX (946M). JLIHX pays higher dividends than RDGTX: JLIHX (2.07) vs RDGTX (1.13). JLIHX was incepted earlier than RDGTX: JLIHX (19 years) vs RDGTX (19 years). JLIHX (0.95) is less costly to investors than RDGTX (0.70). JLIHX is a more actively managed with annual turnover of: 17.00 vs. RDGTX (6.00). JLIHX has a lower initial minimum investment than RDGTX: JLIHX (0) vs RDGTX (250). RDGTX annual gain was more profitable for investors over the last year : 15.74 vs. JLIHX (14.80). RDGTX return over 5 years is better than : 39.88 vs. JLIHX (12.28).
| JLIHX | RDGTX | JLIHX / RDGTX | |
| Total Expense Ratio | 0.63 | 0.70 | 90% |
| Annual Report Gross Expense Ratio | 0.95 | 0.70 | 136% |
| Fund Existence | 19 years | 19 years | - |
| Gain YTD | 9.745 | 11.580 | 84% |
| 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 | 1.13 | 183% |
| Returns for 1 year | 14.80 | 15.74 | 94% |
| Returns for 3 years | 11.56 | 33.91 | 34% |
| Returns for 5 years | 12.28 | 39.88 | 31% |
| Returns for 10 years | 12.74 | 76.96 | 17% |