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JLKOX vs RBHEX
JLKOX vs RBHEX Comparison Chart in %
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JLKOX vs. RBHEX commentary
Jun 30, 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 JLKOX is a Hold and RBHEX is a Hold.
FUNDAMENTALS
Fundamentals
RBHEX has more cash in the bank: 37.5B vs. JLKOX (632M). JLKOX pays higher dividends than RBHEX: JLKOX (1.73) vs RBHEX (0.59). JLKOX was incepted earlier than RBHEX: JLKOX (14 years) vs RBHEX (11 years). RBHEX (1.17) is less costly to investors than JLKOX (0.97). JLKOX has a lower initial minimum investment than RBHEX: JLKOX (0) vs RBHEX (250). RBHEX (12.31) and JLKOX (11.72) have marching annual gain over last year. RBHEX return over 5 years is better than : 47.92 vs. JLKOX (33.43).
| JLKOX | RBHEX | JLKOX / RBHEX | |
| Total Expense Ratio | 0.65 | 1.17 | 56% |
| Annual Report Gross Expense Ratio | 0.97 | 1.17 | 83% |
| Fund Existence | 14 years | 11 years | - |
| Gain YTD | 7.997 | 9.704 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 632M | 37.5B | 2% |
| Annual Yield % from dividends | 1.73 | 0.59 | 293% |
| Returns for 1 year | 11.72 | 12.31 | 95% |
| Returns for 3 years | 23.78 | 38.44 | 62% |
| Returns for 5 years | 33.43 | 47.92 | 70% |
| Returns for 10 years | 35.82 | 74.03 | 48% |
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