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PHJMX vs RRTMX
PHJMX vs RRTMX Comparison Chart in %
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PHJMX vs. RRTMX commentary
Oct 19, 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 RRTMX is a Hold.
FUNDAMENTALS
Fundamentals
RRTMX has more cash in the bank: 5.28B vs. PHJMX (461M). PHJMX pays higher dividends than RRTMX: PHJMX (2.69) vs RRTMX (2.12). PHJMX was incepted earlier than RRTMX: PHJMX (8 years) vs RRTMX (18 years). RRTMX (1.00) is less costly to investors than PHJMX (0.49). PHJMX is a more actively managed with annual turnover of: 23.80 vs. RRTMX (14.80). PHJMX has a lower initial minimum investment than RRTMX: PHJMX (1000) vs RRTMX (2500). PHJMX annual gain was more profitable for investors over the last year : 7.84 vs. RRTMX (6.99). PHJMX return over 5 years is better than : 17.45 vs. RRTMX (-2.04).
| PHJMX | RRTMX | PHJMX / RRTMX | |
| Total Expense Ratio | 0.49 | 1.00 | 49% |
| Annual Report Gross Expense Ratio | 0.49 | 1.00 | 49% |
| Fund Existence | 8 years | 18 years | - |
| Gain YTD | 9.663 | 9.806 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 461M | 5.28B | 9% |
| Annual Yield % from dividends | 2.69 | 2.12 | 127% |
| Returns for 1 year | 7.84 | 6.99 | 112% |
| Returns for 3 years | 29.22 | 21.63 | 135% |
| Returns for 5 years | 17.45 | -2.04 | -854% |
| Returns for 10 years | N/A | 9.98 | - |
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