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JLJAX vs RBHTX
JLJAX vs RBHTX Comparison Chart in %
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JLJAX vs. RBHTX commentary
Oct 01, 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 JLJAX is a Hold and RBHTX is a Hold.
FUNDAMENTALS
Fundamentals
RBHTX has more cash in the bank: 43.3B vs. JLJAX (965M). JLJAX pays higher dividends than RBHTX: JLJAX (1.49) vs RBHTX (0.41). JLJAX was incepted earlier than RBHTX: JLJAX (19 years) vs RBHTX (19 years). RBHTX (1.46) is less costly to investors than JLJAX (1.32). JLJAX is a more actively managed with annual turnover of: 16.00 vs. RBHTX (5.00). RBHTX has a lower initial minimum investment than JLJAX: RBHTX (250) vs JLJAX (1000). RBHTX (11.27) and JLJAX (11.11) have marching annual gain over last year. RBHTX return over 5 years is better than : 41.21 vs. JLJAX (16.94).
| JLJAX | RBHTX | JLJAX / RBHTX | |
| Total Expense Ratio | 1.00 | 1.46 | 68% |
| Annual Report Gross Expense Ratio | 1.32 | 1.46 | 90% |
| Fund Existence | 19 years | 19 years | - |
| Gain YTD | 14.162 | 15.162 | 93% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 965M | 43.3B | 2% |
| Annual Yield % from dividends | 1.49 | 0.41 | 360% |
| Returns for 1 year | 11.11 | 11.27 | 99% |
| Returns for 3 years | 31.43 | 54.52 | 58% |
| Returns for 5 years | 16.94 | 41.21 | 41% |
| Returns for 10 years | 21.80 | 92.94 | 23% |
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