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PHJBX vs RRTVX
PHJBX vs RRTVX Comparison
Open Charts PHJBX vs RRTVX
PHJBX vs RRTVX Comparison Chart in %
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PHJBX vs. RRTVX commentary
Sep 14, 2026
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: 12.1B vs. PHJBX (515M). PHJBX pays higher dividends than RRTVX: PHJBX (1.61) vs RRTVX (0.80). PHJBX was incepted earlier than RRTVX: PHJBX (9 years) vs RRTVX (19 years). RRTVX (1.13) is less costly to investors than PHJBX (0.57). PHJBX is a more actively managed with annual turnover of: 33.70 vs. RRTVX (24.20). PHJBX has a lower initial minimum investment than RRTVX: PHJBX (1000) vs RRTVX (2500). RRTVX (13.68) and PHJBX (13.54) have marching annual gain over last year. PHJBX return over 5 years is better than : 34.98 vs. RRTVX (25.48).
| PHJBX | RRTVX | PHJBX / RRTVX | |
| Total Expense Ratio | 0.57 | 1.13 | 50% |
| Annual Report Gross Expense Ratio | 0.57 | 1.13 | 50% |
| Fund Existence | 9 years | 19 years | - |
| Gain YTD | 12.090 | 12.748 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 515M | 12.1B | 4% |
| Annual Yield % from dividends | 1.61 | 0.80 | 201% |
| Returns for 1 year | 13.54 | 13.68 | 99% |
| Returns for 3 years | 58.55 | 53.09 | 110% |
| Returns for 5 years | 34.98 | 25.48 | 137% |
| Returns for 10 years | N/A | 103.44 | - |
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