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JLIOX vs RCKTX
JLIOX vs RCKTX Comparison Chart in %
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JLIOX 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 JLIOX is a Hold and RCKTX is a Hold.
FUNDAMENTALS
Fundamentals
RCKTX has more cash in the bank: 48.4B vs. JLIOX (946M). JLIOX pays higher dividends than RCKTX: JLIOX (2.09) vs RCKTX (0.88). JLIOX was incepted earlier than RCKTX: JLIOX (19 years) vs RCKTX (19 years). RCKTX (1.00) is less costly to investors than JLIOX (0.95). JLIOX is a more actively managed with annual turnover of: 17.00 vs. RCKTX (6.00). JLIOX has a lower initial minimum investment than RCKTX: JLIOX (0) vs RCKTX (250). RCKTX (15.40) and JLIOX (14.86) have marching annual gain over last year. RCKTX return over 5 years is better than : 38.22 vs. JLIOX (14.28).
| JLIOX | RCKTX | JLIOX / 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 | 9.668 | 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 | 2.09 | 0.88 | 236% |
| Returns for 1 year | 14.86 | 15.40 | 96% |
| Returns for 3 years | 12.70 | 32.98 | 39% |
| Returns for 5 years | 14.28 | 38.22 | 37% |
| Returns for 10 years | 20.81 | 74.47 | 28% |
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