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JLKZX vs RCMTX
JLKZX vs RCMTX Comparison Chart in %
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JLKZX vs. RCMTX commentary
Aug 20, 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 JLKZX is a Buy and RCMTX is a Hold.
FUNDAMENTALS
Fundamentals
RCMTX has more cash in the bank: 27.7B vs. JLKZX (546M). JLKZX pays higher dividends than RCMTX: JLKZX (1.58) vs RCMTX (0.57). JLKZX was incepted earlier than RCMTX: JLKZX (11 years) vs RCMTX (16 years). RCMTX (1.03) is less costly to investors than JLKZX (0.70). JLKZX is a more actively managed with annual turnover of: 21.00 vs. RCMTX (5.00). JLKZX has a lower initial minimum investment than RCMTX: JLKZX (0) vs RCMTX (250). JLKZX annual gain was more profitable for investors over the last year : 14.89 vs. RCMTX (12.04). JLKZX return over 5 years is better than : 50.95 vs. RCMTX (40.02).
| JLKZX | RCMTX | JLKZX / RCMTX | |
| Total Expense Ratio | 0.36 | 1.03 | 35% |
| Annual Report Gross Expense Ratio | 0.70 | 1.03 | 68% |
| Fund Existence | 11 years | 16 years | - |
| Gain YTD | 12.646 | 12.471 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 546M | 27.7B | 2% |
| Annual Yield % from dividends | 1.58 | 0.57 | 276% |
| Returns for 1 year | 14.89 | 12.04 | 124% |
| Returns for 3 years | 36.64 | 34.32 | 107% |
| Returns for 5 years | 50.95 | 40.02 | 127% |
| Returns for 10 years | 96.84 | 94.57 | 102% |
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