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JLKAX vs RBITX
JLKAX vs RBITX Comparison Chart
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JLKAX vs. RBITX commentary
Feb 25, 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: 35.6B vs. JLKAX (613M). JLKAX pays higher dividends than RBITX: JLKAX (1.44) vs RBITX (0.58). JLKAX was incepted earlier than RBITX: JLKAX (13 years) vs RBITX (18 years). JLKAX is a more actively managed with annual turnover of: 17.00 vs. RBITX (1.00). RBITX has a lower initial minimum investment than JLKAX: RBITX (250) vs JLKAX (1000). JLKAX annual gain was more profitable for investors over the last year : 12.34 vs. RBITX (10.58). RBITX return over 5 years is better than : 29.52 vs. JLKAX (14.28).
| JLKAX | RBITX | JLKAX / RBITX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 18 years | - |
| Gain YTD | 3.153 | 3.325 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 613M | 35.6B | 2% |
| Annual Yield % from dividends | 1.44 | 0.58 | 248% |
| Returns for 1 year | 12.34 | 10.58 | 117% |
| Returns for 3 years | 0.79 | 13.81 | 6% |
| Returns for 5 years | 14.28 | 29.52 | 48% |
| Returns for 10 years | 18.24 | 62.45 | 29% |
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