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JRTYX vs RBHEX
JRTYX vs RBHEX Comparison Chart in %
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JRTYX vs. RBHEX commentary
Aug 26, 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 JRTYX is a Buy and RBHEX is a Hold.
FUNDAMENTALS
Fundamentals
RBHEX has more cash in the bank: 38.6B vs. JRTYX (719M). JRTYX pays higher dividends than RBHEX: JRTYX (1.39) vs RBHEX (0.56). JRTYX was incepted earlier than RBHEX: JRTYX (12 years) vs RBHEX (11 years). RBHEX (1.17) is less costly to investors than JRTYX (0.99). JRTYX is a more actively managed with annual turnover of: 20.00 vs. RBHEX (5.00). JRTYX has a lower initial minimum investment than RBHEX: JRTYX (0) vs RBHEX (250). JRTYX annual gain was more profitable for investors over the last year : 16.20 vs. RBHEX (13.26). JRTYX return over 5 years is better than : 47.65 vs. RBHEX (40.04).
| JRTYX | RBHEX | JRTYX / RBHEX | |
| Total Expense Ratio | 0.56 | 1.17 | 48% |
| Annual Report Gross Expense Ratio | 0.99 | 1.17 | 85% |
| Fund Existence | 12 years | 11 years | - |
| Gain YTD | 13.383 | 13.350 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 719M | 38.6B | 2% |
| Annual Yield % from dividends | 1.39 | 0.56 | 249% |
| Returns for 1 year | 16.20 | 13.26 | 122% |
| Returns for 3 years | 38.65 | 36.52 | 106% |
| Returns for 5 years | 47.65 | 40.04 | 119% |
| Returns for 10 years | 88.58 | 95.74 | 93% |
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