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RBEFX vs SRJYX
RBEFX vs SRJYX Comparison Chart
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RBEFX vs. SRJYX commentary
Apr 29, 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 RBEFX is a Hold and SRJYX is a Hold.
FUNDAMENTALS
Fundamentals
RBEFX has more cash in the bank: 48B vs. SRJYX (3.76B). SRJYX pays higher dividends than RBEFX: SRJYX (2.97) vs RBEFX (1.27). RBEFX was incepted earlier than SRJYX: RBEFX (11 years) vs SRJYX (10 years). RBEFX (1.14) is less costly to investors than SRJYX (0.41). RBEFX has a lower initial minimum investment than SRJYX: RBEFX (250) vs SRJYX (15000000). SRJYX (5.83) and RBEFX (5.82) have marching annual gain over last year. RBEFX return over 5 years is better than : 33.40 vs. SRJYX (22.63).
| RBEFX | SRJYX | RBEFX / SRJYX | |
| Total Expense Ratio | 1.14 | 0.40 | 285% |
| Annual Report Gross Expense Ratio | 1.14 | 0.41 | 278% |
| Fund Existence | 11 years | 10 years | - |
| Gain YTD | 0.216 | -0.304 | -71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 15000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 48B | 3.76B | 1,277% |
| Annual Yield % from dividends | 1.27 | 2.97 | 43% |
| Returns for 1 year | 5.82 | 5.83 | 100% |
| Returns for 3 years | 14.49 | 13.16 | 110% |
| Returns for 5 years | 33.40 | 22.63 | 148% |
| Returns for 10 years | 44.37 | 27.12 | 164% |