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PHJBX vs RCMTX
PHJBX vs RCMTX Comparison Chart in %
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PHJBX vs. RCMTX commentary
Jul 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 PHJBX is a Hold and RCMTX is a Hold.
FUNDAMENTALS
Fundamentals
RCMTX has more cash in the bank: 27.1B vs. PHJBX (343M). PHJBX pays higher dividends than RCMTX: PHJBX (1.68) vs RCMTX (0.61). PHJBX was incepted earlier than RCMTX: PHJBX (7 years) vs RCMTX (15 years). RCMTX (1.03) is less costly to investors than PHJBX (0.60). PHJBX is a more actively managed with annual turnover of: 16.80 vs. RCMTX (5.00). RCMTX has a lower initial minimum investment than PHJBX: RCMTX (250) vs PHJBX (1000). RCMTX annual gain was more profitable for investors over the last year : 12.66 vs. PHJBX (11.57). PHJBX return over 5 years is better than : 55.35 vs. RCMTX (45.42).
| PHJBX | RCMTX | PHJBX / RCMTX | |
| Total Expense Ratio | 0.60 | 1.03 | 58% |
| Annual Report Gross Expense Ratio | 0.60 | 1.03 | 58% |
| Fund Existence | 7 years | 15 years | - |
| Gain YTD | 7.688 | 9.829 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 343M | 27.1B | 1% |
| Annual Yield % from dividends | 1.68 | 0.61 | 277% |
| Returns for 1 year | 11.57 | 12.66 | 91% |
| Returns for 3 years | 36.74 | 40.60 | 90% |
| Returns for 5 years | 55.35 | 45.42 | 122% |
| Returns for 10 years | N/A | 80.14 | - |
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