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JPYRX vs RBEFX
JPYRX vs RBEFX Comparison Chart
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JPYRX vs. RBEFX commentary
Jun 17, 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 JPYRX is a Hold and RBEFX is a Hold.
FUNDAMENTALS
Fundamentals
RBEFX has more cash in the bank: 50.5B vs. JPYRX (3.16B). JPYRX pays higher dividends than RBEFX: JPYRX (2.71) vs RBEFX (1.22). JPYRX was incepted earlier than RBEFX: JPYRX (13 years) vs RBEFX (11 years). RBEFX (1.14) is less costly to investors than JPYRX (0.37). JPYRX is a more actively managed with annual turnover of: 22.00 vs. RBEFX (7.00). RBEFX has a lower initial minimum investment than JPYRX: RBEFX (250) vs JPYRX (5000000). JPYRX annual gain was more profitable for investors over the last year : 9.95 vs. RBEFX (7.91). JPYRX return over 5 years is better than : 51.15 vs. RBEFX (35.37).
| JPYRX | RBEFX | JPYRX / RBEFX | |
| Total Expense Ratio | 0.17 | 1.14 | 15% |
| Annual Report Gross Expense Ratio | 0.37 | 1.14 | 32% |
| Fund Existence | 13 years | 11 years | - |
| Gain YTD | 5.200 | 5.940 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.16B | 50.5B | 6% |
| Annual Yield % from dividends | 2.71 | 1.22 | 223% |
| Returns for 1 year | 9.95 | 7.91 | 126% |
| Returns for 3 years | 39.71 | 30.34 | 131% |
| Returns for 5 years | 51.15 | 35.37 | 145% |
| Returns for 10 years | 90.35 | 53.31 | 170% |
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