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JSMIX vs RCETX
JSMIX vs RCETX Comparison Chart in %
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JSMIX vs. RCETX 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 RCETX is a Hold.
FUNDAMENTALS
Fundamentals
RCETX has more cash in the bank: 50.6B vs. JSMIX (4.2B). JSMIX pays higher dividends than RCETX: JSMIX (3.11) vs RCETX (1.62). JSMIX was incepted earlier than RCETX: JSMIX (19 years) vs RCETX (18 years). RCETX (0.97) is less costly to investors than JSMIX (0.47). JSMIX is a more actively managed with annual turnover of: 20.00 vs. RCETX (7.00). JSMIX has a lower initial minimum investment than RCETX: JSMIX (0) vs RCETX (250). RCETX annual gain was more profitable for investors over the last year : 10.21 vs. JSMIX (7.20). RCETX return over 5 years is better than : 27.35 vs. JSMIX (18.99).
| JSMIX | RCETX | JSMIX / RCETX | |
| Total Expense Ratio | 0.45 | 0.97 | 46% |
| Annual Report Gross Expense Ratio | 0.47 | 0.97 | 48% |
| Fund Existence | 19 years | 18 years | - |
| Gain YTD | 7.112 | 8.652 | 82% |
| 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 | 1.62 | 192% |
| Returns for 1 year | 7.20 | 10.21 | 71% |
| Returns for 3 years | 24.41 | 28.75 | 85% |
| Returns for 5 years | 18.99 | 27.35 | 69% |
| Returns for 10 years | 25.59 | 50.58 | 51% |
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