Ad is loading...
JVIMX vs RBNTX
JVIMX vs RBNTX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JVIMX vs. RBNTX commentary
Feb 25, 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 JVIMX is a Hold and RBNTX is a Hold.
FUNDAMENTALS
Fundamentals
RBNTX has more cash in the bank: 15.5B vs. JVIMX (309M). JVIMX pays higher dividends than RBNTX: JVIMX (1.37) vs RBNTX (0.47). JVIMX was incepted earlier than RBNTX: JVIMX (9 years) vs RBNTX (10 years). JVIMX is a more actively managed with annual turnover of: 14.00 vs. RBNTX (1.00). JVIMX has a lower initial minimum investment than RBNTX: JVIMX (0) vs RBNTX (250). JVIMX annual gain was more profitable for investors over the last year : 12.18 vs. RBNTX (10.53). RBNTX return over 5 years is better than : 31.95 vs. JVIMX (19.74).
| JVIMX | RBNTX | JVIMX / RBNTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 10 years | - |
| Gain YTD | 3.159 | 3.163 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 309M | 15.5B | 2% |
| Annual Yield % from dividends | 1.37 | 0.47 | 292% |
| Returns for 1 year | 12.18 | 10.53 | 116% |
| Returns for 3 years | 4.19 | 14.98 | 28% |
| Returns for 5 years | 19.74 | 31.95 | 62% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| FCANX | 11.89 | -0.04 | -0.34% |
| Fidelity Advisor Asset Manager 30% C | |||
| HWGIX | 14.75 | -0.21 | -1.40% |
| Hotchkis & Wiley Global Value I | |||
| NSCFX | 52.48 | -0.89 | -1.67% |
| Nuveen Small-Cap Value Opps R6 | |||
| PLCGX | 16.75 | -0.35 | -2.05% |
| Principal LargeCap Growth I R6 | |||
| REBYX | 25.06 | -0.70 | -2.72% |
| Russell Inv US Small Cap Equity Y | |||