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JLJAX vs RCHTX
JLJAX vs RCHTX Comparison Chart in %
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JLJAX vs. RCHTX 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 RCHTX is a Hold.
FUNDAMENTALS
Fundamentals
RCHTX has more cash in the bank: 43.3B vs. JLJAX (965M). JLJAX pays higher dividends than RCHTX: JLJAX (1.49) vs RCHTX (0.77). JLJAX was incepted earlier than RCHTX: JLJAX (19 years) vs RCHTX (19 years). JLJAX (1.32) is less costly to investors than RCHTX (1.01). JLJAX is a more actively managed with annual turnover of: 16.00 vs. RCHTX (5.00). RCHTX has a lower initial minimum investment than JLJAX: RCHTX (250) vs JLJAX (1000). RCHTX annual gain was more profitable for investors over the last year : 11.78 vs. JLJAX (11.11). RCHTX return over 5 years is better than : 43.58 vs. JLJAX (16.94).
| JLJAX | RCHTX | JLJAX / RCHTX | |
| Total Expense Ratio | 1.00 | 1.01 | 99% |
| Annual Report Gross Expense Ratio | 1.32 | 1.01 | 131% |
| Fund Existence | 19 years | 19 years | - |
| Gain YTD | 14.162 | 15.541 | 91% |
| 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 | 0.77 | 193% |
| Returns for 1 year | 11.11 | 11.78 | 94% |
| Returns for 3 years | 31.43 | 56.11 | 56% |
| Returns for 5 years | 16.94 | 43.58 | 39% |
| Returns for 10 years | 21.80 | 97.14 | 22% |
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