Interact to see
Advertisement
Advertisement
JRTFX vs RBDTX
JRTFX vs RBDTX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JRTFX vs. RBDTX commentary
Oct 01, 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 JRTFX is a Hold and RBDTX is a Hold.
FUNDAMENTALS
Fundamentals
RBDTX has more cash in the bank: 32.6B vs. JRTFX (778M). JRTFX pays higher dividends than RBDTX: JRTFX (2.80) vs RBDTX (1.64). JRTFX was incepted earlier than RBDTX: JRTFX (12 years) vs RBDTX (19 years). RBDTX (1.40) is less costly to investors than JRTFX (0.70). JRTFX is a more actively managed with annual turnover of: 49.00 vs. RBDTX (10.00). RBDTX has a lower initial minimum investment than JRTFX: RBDTX (250) vs JRTFX (1000000). JRTFX annual gain was more profitable for investors over the last year : 8.12 vs. RBDTX (5.66). JRTFX return over 5 years is better than : 23.48 vs. RBDTX (19.06).
| JRTFX | RBDTX | JRTFX / RBDTX | |
| Total Expense Ratio | 0.35 | 1.40 | 25% |
| Annual Report Gross Expense Ratio | 0.70 | 1.40 | 50% |
| Fund Existence | 12 years | 19 years | - |
| Gain YTD | 10.758 | 10.855 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 778M | 32.6B | 2% |
| Annual Yield % from dividends | 2.80 | 1.64 | 171% |
| Returns for 1 year | 8.12 | 5.66 | 144% |
| Returns for 3 years | 37.26 | 33.74 | 110% |
| Returns for 5 years | 23.48 | 19.06 | 123% |
| Returns for 10 years | 51.49 | 46.89 | 110% |
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 % |
| MSFX | 34.52 | 0.39 | +1.14% |
| T-Rex 2X Long Microsoft Daily Target ETF | |||
| SWZ | 6.09 | 0.03 | +0.50% |
| Total Return Securities Inc | |||
| IBTP | 25.91 | 0.07 | +0.28% |
| iShares iBonds Dec 2034 Term Trsy ETF | |||
| GTO | 47.51 | 0.11 | +0.23% |
| Invesco Total Return Bond ETF | |||
| XBB | 41.37 | 0.06 | +0.15% |
| BondBloxx BB Rated USD HY Corp Bd ETF | |||