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JSMIX vs RAETX
JSMIX vs RAETX Comparison Chart in %
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JSMIX vs. RAETX commentary
Jul 10, 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 JSMIX is a Buy and RAETX is a Hold.
FUNDAMENTALS
Fundamentals
RAETX has more cash in the bank: 50.6B vs. JSMIX (4.2B). JSMIX pays higher dividends than RAETX: JSMIX (3.11) vs RAETX (1.23). JSMIX was incepted earlier than RAETX: JSMIX (19 years) vs RAETX (18 years). RAETX (1.42) is less costly to investors than JSMIX (0.47). JSMIX is a more actively managed with annual turnover of: 20.00 vs. RAETX (7.00). JSMIX has a lower initial minimum investment than RAETX: JSMIX (0) vs RAETX (250). RAETX annual gain was more profitable for investors over the last year : 9.64 vs. JSMIX (7.20). RAETX return over 5 years is better than : 25.02 vs. JSMIX (18.99).
| JSMIX | RAETX | JSMIX / RAETX | |
| Total Expense Ratio | 0.45 | 1.42 | 32% |
| Annual Report Gross Expense Ratio | 0.47 | 1.42 | 33% |
| Fund Existence | 19 years | 18 years | - |
| Gain YTD | 7.112 | 8.338 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.2B | 50.6B | 8% |
| Annual Yield % from dividends | 3.11 | 1.23 | 252% |
| Returns for 1 year | 7.20 | 9.64 | 75% |
| Returns for 3 years | 24.41 | 27.30 | 89% |
| Returns for 5 years | 18.99 | 25.02 | 76% |
| Returns for 10 years | 25.59 | 47.64 | 54% |
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