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JLKGX vs RBHEX
JLKGX vs RBHEX Comparison Chart in %
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JLKGX vs. RBHEX commentary
Oct 16, 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 JLKGX is a Hold and RBHEX is a Hold.
FUNDAMENTALS
Fundamentals
RBHEX has more cash in the bank: 39.4B vs. JLKGX (664M). JLKGX pays higher dividends than RBHEX: JLKGX (1.38) vs RBHEX (0.53). JLKGX was incepted earlier than RBHEX: JLKGX (14 years) vs RBHEX (11 years). JLKGX (1.27) is less costly to investors than RBHEX (1.17). JLKGX is a more actively managed with annual turnover of: 19.00 vs. RBHEX (5.00). JLKGX has a lower initial minimum investment than RBHEX: JLKGX (0) vs RBHEX (250). RBHEX annual gain was more profitable for investors over the last year : 12.84 vs. JLKGX (11.21). RBHEX return over 5 years is better than : 40.14 vs. JLKGX (20.78).
| JLKGX | RBHEX | JLKGX / RBHEX | |
| Total Expense Ratio | 0.85 | 1.17 | 73% |
| Annual Report Gross Expense Ratio | 1.27 | 1.17 | 109% |
| Fund Existence | 14 years | 11 years | - |
| Gain YTD | 14.887 | 16.749 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 664M | 39.4B | 2% |
| Annual Yield % from dividends | 1.38 | 0.53 | 259% |
| Returns for 1 year | 11.21 | 12.84 | 87% |
| Returns for 3 years | 41.45 | 58.50 | 71% |
| Returns for 5 years | 20.78 | 40.14 | 52% |
| Returns for 10 years | 38.18 | 90.02 | 42% |
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