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JLKAX vs RBHEX
JLKAX vs RBHEX Comparison Chart
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JLKAX vs. RBHEX commentary
Jun 08, 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 JLKAX is a Hold and RBHEX is a Hold.
FUNDAMENTALS
Fundamentals
RBHEX has more cash in the bank: 36.5B vs. JLKAX (618M). JLKAX pays higher dividends than RBHEX: JLKAX (1.39) vs RBHEX (0.59). JLKAX was incepted earlier than RBHEX: JLKAX (13 years) vs RBHEX (11 years). JLKAX (1.33) is less costly to investors than RBHEX (1.17). RBHEX has a lower initial minimum investment than JLKAX: RBHEX (250) vs JLKAX (1000). RBHEX annual gain was more profitable for investors over the last year : 10.23 vs. JLKAX (8.73). RBHEX return over 5 years is better than : 38.82 vs. JLKAX (19.81).
| JLKAX | RBHEX | JLKAX / RBHEX | |
| Total Expense Ratio | 1.01 | 1.17 | 86% |
| Annual Report Gross Expense Ratio | 1.33 | 1.17 | 114% |
| Fund Existence | 13 years | 11 years | - |
| Gain YTD | 4.608 | 6.650 | 69% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 618M | 36.5B | 2% |
| Annual Yield % from dividends | 1.39 | 0.59 | 235% |
| Returns for 1 year | 8.73 | 10.23 | 85% |
| Returns for 3 years | 8.89 | 24.60 | 36% |
| Returns for 5 years | 19.81 | 38.82 | 51% |
| Returns for 10 years | 20.01 | 68.28 | 29% |
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