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JLKRX vs RBHEX
JLKRX vs RBHEX Comparison Chart in %
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JLKRX vs. RBHEX commentary
Jun 22, 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 JLKRX is a Hold and RBHEX is a Hold.
FUNDAMENTALS
Fundamentals
RBHEX has more cash in the bank: 36.4B vs. JLKRX (613M). JLKRX pays higher dividends than RBHEX: JLKRX (1.76) vs RBHEX (0.59). JLKRX was incepted earlier than RBHEX: JLKRX (13 years) vs RBHEX (11 years). RBHEX (1.17) is less costly to investors than JLKRX (0.92). RBHEX has a lower initial minimum investment than JLKRX: RBHEX (250) vs JLKRX (1000000). RBHEX (8.35) and JLKRX (8.23) have marching annual gain over last year. RBHEX return over 5 years is better than : 40.57 vs. JLKRX (24.61).
| JLKRX | RBHEX | JLKRX / RBHEX | |
| Total Expense Ratio | 0.60 | 1.17 | 51% |
| Annual Report Gross Expense Ratio | 0.92 | 1.17 | 79% |
| Fund Existence | 13 years | 11 years | - |
| Gain YTD | 4.593 | 6.158 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 613M | 36.4B | 2% |
| Annual Yield % from dividends | 1.76 | 0.59 | 299% |
| Returns for 1 year | 8.23 | 8.35 | 99% |
| Returns for 3 years | 20.40 | 35.88 | 57% |
| Returns for 5 years | 24.61 | 40.57 | 61% |
| Returns for 10 years | 20.47 | 63.88 | 32% |
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