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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
Jul 07, 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: 12.2B vs. PHJBX (494M). PHJBX pays higher dividends than RRTVX: PHJBX (1.63) vs RRTVX (0.82). PHJBX was incepted earlier than RRTVX: PHJBX (8 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 (11.00). PHJBX has a lower initial minimum investment than RRTVX: PHJBX (1000) vs RRTVX (2500). PHJBX (17.33) and RRTVX (16.57) have marching annual gain over last year. PHJBX return over 5 years is better than : 34.51 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 | 8 years | 19 years | - |
| Gain YTD | 9.887 | 10.676 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 494M | 12.2B | 4% |
| Annual Yield % from dividends | 1.63 | 0.82 | 200% |
| Returns for 1 year | 17.33 | 16.57 | 105% |
| Returns for 3 years | 56.33 | 52.09 | 108% |
| Returns for 5 years | 34.51 | 25.48 | 135% |
| Returns for 10 years | N/A | 104.36 | - |
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