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JLKLX vs RRTVX
JLKLX vs RRTVX Comparison Chart
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JLKLX vs. RRTVX 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 JLKLX is a Hold and RRTVX is a Hold.
FUNDAMENTALS
Fundamentals
RRTVX has more cash in the bank: 10.6B vs. JLKLX (423M). JLKLX pays higher dividends than RRTVX: JLKLX (1.44) vs RRTVX (0.80). JLKLX was incepted earlier than RRTVX: JLKLX (11 years) vs RRTVX (18 years). RRTVX is a more actively managed with annual turnover of: 28.30 vs. JLKLX (16.00). JLKLX has a lower initial minimum investment than RRTVX: JLKLX (1000) vs RRTVX (2500). RRTVX (12.63) and JLKLX (12.35) have marching annual gain over last year. RRTVX return over 5 years is better than : 29.69 vs. JLKLX (18.17).
| JLKLX | RRTVX | JLKLX / RRTVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 18 years | - |
| Gain YTD | 3.175 | 3.803 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 423M | 10.6B | 4% |
| Annual Yield % from dividends | 1.44 | 0.80 | 180% |
| Returns for 1 year | 12.35 | 12.63 | 98% |
| Returns for 3 years | 3.87 | 14.10 | 27% |
| Returns for 5 years | 18.17 | 29.69 | 61% |
| Returns for 10 years | 31.89 | 55.47 | 57% |
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