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JRETX vs RBENX
JRETX vs RBENX Comparison Chart in %
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JRETX vs. RBENX commentary
Dec 17, 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 JRETX is a Hold and RBENX is a Hold.
FUNDAMENTALS
Fundamentals
RBENX has more cash in the bank: 18.5B vs. JRETX (348M). JRETX pays higher dividends than RBENX: JRETX (1.51) vs RBENX (0.38). JRETX was incepted earlier than RBENX: JRETX (10 years) vs RBENX (11 years). RBENX (1.18) is less costly to investors than JRETX (1.01). JRETX is a more actively managed with annual turnover of: 37.00 vs. RBENX (5.00). JRETX has a lower initial minimum investment than RBENX: JRETX (0) vs RBENX (250). JRETX (12.61) and RBENX (12.44) have marching annual gain over last year. RBENX return over 5 years is better than : 34.73 vs. JRETX (21.48).
| JRETX | RBENX | JRETX / RBENX | |
| Total Expense Ratio | 0.63 | 1.18 | 53% |
| Annual Report Gross Expense Ratio | 1.01 | 1.18 | 86% |
| Fund Existence | 10 years | 11 years | - |
| Gain YTD | 17.889 | 18.576 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 348M | 18.5B | 2% |
| Annual Yield % from dividends | 1.51 | 0.38 | 398% |
| Returns for 1 year | 12.61 | 12.44 | 101% |
| Returns for 3 years | 38.74 | 49.95 | 78% |
| Returns for 5 years | 21.48 | 34.73 | 62% |
| Returns for 10 years | N/A | 118.37 | - |
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