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PHJBX vs RRTVX
PHJBX vs RRTVX Comparison Chart in %
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PHJBX vs. RRTVX commentary
Sep 08, 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 RRTVX is a Hold.
FUNDAMENTALS
Fundamentals
RRTVX has more cash in the bank: 11.3B vs. PHJBX (370M). PHJBX pays higher dividends than RRTVX: PHJBX (1.55) vs RRTVX (0.77). PHJBX was incepted earlier than RRTVX: PHJBX (8 years) vs RRTVX (18 years). RRTVX (1.14) is less costly to investors than PHJBX (0.60). PHJBX is a more actively managed with annual turnover of: 16.80 vs. RRTVX (11.00). PHJBX has a lower initial minimum investment than RRTVX: PHJBX (1000) vs RRTVX (2500). PHJBX annual gain was more profitable for investors over the last year : 14.90 vs. RRTVX (13.93). PHJBX return over 5 years is better than : 49.97 vs. RRTVX (38.19).
| PHJBX | RRTVX | PHJBX / RRTVX | |
| Total Expense Ratio | 0.60 | 1.14 | 53% |
| Annual Report Gross Expense Ratio | 0.60 | 1.14 | 53% |
| Fund Existence | 8 years | 18 years | - |
| Gain YTD | 12.915 | 12.539 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 370M | 11.3B | 3% |
| Annual Yield % from dividends | 1.55 | 0.77 | 200% |
| Returns for 1 year | 14.90 | 13.93 | 107% |
| Returns for 3 years | 41.35 | 41.86 | 99% |
| Returns for 5 years | 49.97 | 38.19 | 131% |
| Returns for 10 years | N/A | 79.08 | - |
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