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JLKAX vs RBITX
JLKAX vs RBITX Comparison Chart in %
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JLKAX vs. RBITX commentary
Aug 03, 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 RBITX is a Hold.
FUNDAMENTALS
Fundamentals
RBITX has more cash in the bank: 37.5B vs. JLKAX (628M). JLKAX pays higher dividends than RBITX: JLKAX (1.32) vs RBITX (0.31). JLKAX was incepted earlier than RBITX: JLKAX (13 years) vs RBITX (19 years). RBITX (1.46) is less costly to investors than JLKAX (1.33). JLKAX is a more actively managed with annual turnover of: 19.00 vs. RBITX (5.00). RBITX has a lower initial minimum investment than JLKAX: RBITX (250) vs JLKAX (1000). RBITX annual gain was more profitable for investors over the last year : 11.89 vs. JLKAX (10.93). RBITX return over 5 years is better than : 37.44 vs. JLKAX (19.22).
| JLKAX | RBITX | JLKAX / RBITX | |
| Total Expense Ratio | 1.01 | 1.46 | 69% |
| Annual Report Gross Expense Ratio | 1.33 | 1.46 | 91% |
| Fund Existence | 13 years | 19 years | - |
| Gain YTD | 7.518 | 9.578 | 78% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 628M | 37.5B | 2% |
| Annual Yield % from dividends | 1.32 | 0.31 | 430% |
| Returns for 1 year | 10.93 | 11.89 | 92% |
| Returns for 3 years | 16.08 | 31.76 | 51% |
| Returns for 5 years | 19.22 | 37.44 | 51% |
| Returns for 10 years | 23.96 | 72.15 | 33% |
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