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PHJMX vs RDBTX
PHJMX vs RDBTX Comparison Chart in %
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PHJMX vs. RDBTX commentary
Oct 21, 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 PHJMX is a Hold and RDBTX is a Hold.
FUNDAMENTALS
Fundamentals
RDBTX has more cash in the bank: 4.74B vs. PHJMX (462M). PHJMX (2.69) and RDBTX (2.57) have matching dividends . PHJMX was incepted earlier than RDBTX: PHJMX (8 years) vs RDBTX (19 years). RDBTX (0.64) is less costly to investors than PHJMX (0.49). PHJMX is a more actively managed with annual turnover of: 23.80 vs. RDBTX (6.00). RDBTX has a lower initial minimum investment than PHJMX: RDBTX (250) vs PHJMX (1000). PHJMX (7.74) and RDBTX (7.38) have marching annual gain over last year. RDBTX return over 5 years is better than : 22.28 vs. PHJMX (18.13).
| PHJMX | RDBTX | PHJMX / RDBTX | |
| Total Expense Ratio | 0.49 | 0.64 | 77% |
| Annual Report Gross Expense Ratio | 0.49 | 0.64 | 77% |
| Fund Existence | 8 years | 19 years | - |
| Gain YTD | 9.752 | 11.866 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 462M | 4.74B | 10% |
| Annual Yield % from dividends | 2.69 | 2.57 | 105% |
| Returns for 1 year | 7.74 | 7.38 | 105% |
| Returns for 3 years | 29.95 | 31.88 | 94% |
| Returns for 5 years | 18.13 | 22.28 | 81% |
| Returns for 10 years | N/A | 38.90 | - |
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