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JRBYX vs RBETX
JRBYX vs RBETX Comparison Chart
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JRBYX vs. RBETX commentary
May 15, 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 JRBYX is a Sell and RBETX is a Hold.
FUNDAMENTALS
Fundamentals
RBETX has more cash in the bank: 49.2B vs. JRBYX (2.87B). JRBYX pays higher dividends than RBETX: JRBYX (3.07) vs RBETX (1.33). JRBYX was incepted earlier than RBETX: JRBYX (13 years) vs RBETX (18 years). RBETX (1.42) is less costly to investors than JRBYX (0.35). JRBYX is a more actively managed with annual turnover of: 31.00 vs. RBETX (7.00). RBETX has a lower initial minimum investment than JRBYX: RBETX (250) vs JRBYX (5000000). JRBYX annual gain was more profitable for investors over the last year : 9.36 vs. RBETX (7.15). JRBYX return over 5 years is better than : 46.48 vs. RBETX (29.74).
| JRBYX | RBETX | JRBYX / RBETX | |
| Total Expense Ratio | 0.17 | 1.42 | 12% |
| Annual Report Gross Expense Ratio | 0.35 | 1.42 | 25% |
| Fund Existence | 13 years | 18 years | - |
| Gain YTD | 3.047 | 3.222 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.87B | 49.2B | 6% |
| Annual Yield % from dividends | 3.07 | 1.33 | 231% |
| Returns for 1 year | 9.36 | 7.15 | 131% |
| Returns for 3 years | 26.43 | 17.63 | 150% |
| Returns for 5 years | 46.48 | 29.74 | 156% |
| Returns for 10 years | 69.11 | 36.58 | 189% |
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