Interact to see
Advertisement
Advertisement
JRLWX vs RBHEX
JRLWX vs RBHEX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JRLWX vs. RBHEX commentary
Aug 05, 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 JRLWX is a Hold and RBHEX is a Hold.
FUNDAMENTALS
Fundamentals
RBHEX has more cash in the bank: 37.5B vs. JRLWX (680M). JRLWX pays higher dividends than RBHEX: JRLWX (1.58) vs RBHEX (0.56). JRLWX was incepted earlier than RBHEX: JRLWX (12 years) vs RBHEX (11 years). RBHEX (1.17) is less costly to investors than JRLWX (0.69). JRLWX is a more actively managed with annual turnover of: 20.00 vs. RBHEX (5.00). JRLWX has a lower initial minimum investment than RBHEX: JRLWX (0) vs RBHEX (250). JRLWX (15.93) and RBHEX (15.81) have marching annual gain over last year. JRLWX return over 5 years is better than : 46.92 vs. RBHEX (38.67).
| JRLWX | RBHEX | JRLWX / RBHEX | |
| Total Expense Ratio | 0.36 | 1.17 | 31% |
| Annual Report Gross Expense Ratio | 0.69 | 1.17 | 59% |
| Fund Existence | 12 years | 11 years | - |
| Gain YTD | 8.634 | 11.429 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 680M | 37.5B | 2% |
| Annual Yield % from dividends | 1.58 | 0.56 | 282% |
| Returns for 1 year | 15.93 | 15.81 | 101% |
| Returns for 3 years | 33.99 | 33.04 | 103% |
| Returns for 5 years | 46.92 | 38.67 | 121% |
| Returns for 10 years | 80.10 | 76.36 | 105% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| FLQL | 64.66 | 1.12 | +1.76% |
| Franklin US Large Cap Mltfctr Idx ETF | |||
| PLTM | 12.83 | 0.12 | +0.94% |
| GraniteShares Platinum Trust | |||
| JANM | 31.97 | 0.11 | +0.34% |
| FT Vest U.S. Eq Max Buffr ETF - Jan | |||
| HYDW | 47.05 | 0.13 | +0.28% |
| Xtrackers Low Beta High Yield Bond ETF | |||
| SMI | 44.29 | N/A | N/A |
| VanEck HIP Sustainable Muni ETF | |||