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JLKUX vs RRTVX
JLKUX vs RRTVX Comparison Chart
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JLKUX 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 JLKUX is a Hold and RRTVX is a Hold.
FUNDAMENTALS
Fundamentals
RRTVX has more cash in the bank: 10.6B vs. JLKUX (423M). JLKUX pays higher dividends than RRTVX: JLKUX (1.75) vs RRTVX (0.80). JLKUX was incepted earlier than RRTVX: JLKUX (11 years) vs RRTVX (18 years). RRTVX is a more actively managed with annual turnover of: 28.30 vs. JLKUX (16.00). JLKUX has a lower initial minimum investment than RRTVX: JLKUX (0) vs RRTVX (2500). JLKUX (12.71) and RRTVX (12.63) have marching annual gain over last year. RRTVX return over 5 years is better than : 29.69 vs. JLKUX (22.23).
| JLKUX | RRTVX | JLKUX / 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 | 3.167 | 3.803 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 423M | 10.6B | 4% |
| Annual Yield % from dividends | 1.75 | 0.80 | 219% |
| Returns for 1 year | 12.71 | 12.63 | 101% |
| Returns for 3 years | 5.77 | 14.10 | 41% |
| Returns for 5 years | 22.23 | 29.69 | 75% |
| Returns for 10 years | 42.27 | 55.47 | 76% |
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