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PHJBX vs RRTVX
PHJBX vs RRTVX Comparison Chart in %
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PHJBX vs. RRTVX 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 RRTVX is a Hold.
FUNDAMENTALS
Fundamentals
RRTVX has more cash in the bank: 11B vs. PHJBX (343M). PHJBX pays higher dividends than RRTVX: PHJBX (1.68) vs RRTVX (0.83). PHJBX was incepted earlier than RRTVX: PHJBX (7 years) vs RRTVX (18 years). RRTVX (1.14) is less costly to investors than PHJBX (0.60). RRTVX is a more actively managed with annual turnover of: 25.60 vs. PHJBX (16.80). PHJBX has a lower initial minimum investment than RRTVX: PHJBX (1000) vs RRTVX (2500). PHJBX (11.57) and RRTVX (11.26) have marching annual gain over last year. PHJBX return over 5 years is better than : 55.35 vs. RRTVX (43.36).
| PHJBX | RRTVX | PHJBX / RRTVX | |
| Total Expense Ratio | 0.60 | 1.14 | 53% |
| Annual Report Gross Expense Ratio | 0.60 | 1.14 | 53% |
| Fund Existence | 7 years | 18 years | - |
| Gain YTD | 7.688 | 7.862 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 343M | 11B | 3% |
| Annual Yield % from dividends | 1.68 | 0.83 | 202% |
| Returns for 1 year | 11.57 | 11.26 | 103% |
| Returns for 3 years | 36.74 | 36.14 | 102% |
| Returns for 5 years | 55.35 | 43.36 | 128% |
| Returns for 10 years | N/A | 62.02 | - |
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