Ad is loading...
PHJBX vs RCMTX
PHJBX vs RCMTX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
PHJBX vs. RCMTX commentary
Dec 19, 2024
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: 24.9B vs. PHJBX (287M). PHJBX pays higher dividends than RCMTX: PHJBX (1.52) vs RCMTX (0.86). PHJBX was incepted earlier than RCMTX: PHJBX (7 years) vs RCMTX (15 years). PHJBX is a more actively managed with annual turnover of: 7.30 vs. RCMTX (1.00). RCMTX has a lower initial minimum investment than PHJBX: RCMTX (250) vs PHJBX (1000). PHJBX annual gain was more profitable for investors over the last year : 18.21 vs. RCMTX (14.52). PHJBX return over 5 years is better than : 41.89 vs. RCMTX (29.52).
| PHJBX | RCMTX | PHJBX / RCMTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 15 years | - |
| Gain YTD | 18.772 | 15.085 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 287M | 24.9B | 1% |
| Annual Yield % from dividends | 1.52 | 0.86 | 177% |
| Returns for 1 year | 18.21 | 14.52 | 125% |
| Returns for 3 years | 6.83 | 2.63 | 259% |
| Returns for 5 years | 41.89 | 29.52 | 142% |
| Returns for 10 years | N/A | 68.72 | - |
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 % |
| HEIIX | 13.27 | -0.04 | -0.30% |
| Hennessy Equity and Income Institutional | |||
| IGISX | 21.92 | -0.69 | -3.05% |
| Voya Growth and Income Port S2 | |||
| ARYVX | 12.79 | -0.48 | -3.62% |
| American Century Global Real Estate Inv | |||
| CRCRX | 9.67 | -0.39 | -3.88% |
| NYLI CBRE Real Estate Class C | |||
| MGRAX | 42.32 | -2.09 | -4.70% |
| MFS International Growth A | |||