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DVFYX vs JRBFX
DVFYX vs JRBFX Comparison
Open Charts DVFYX vs JRBFX
DVFYX vs JRBFX Comparison Chart in %
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DVFYX vs. JRBFX commentary
Aug 23, 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 DVFYX is a Hold and JRBFX is a Buy.
FUNDAMENTALS
Fundamentals
DVFYX has more cash in the bank: 1.19B vs. JRBFX (948M). JRBFX pays higher dividends than DVFYX: JRBFX (1.54) vs DVFYX (1.44). DVFYX was incepted earlier than JRBFX: DVFYX (29 years) vs JRBFX (10 years). JRBFX (0.96) is less costly to investors than DVFYX (0.69). DVFYX is a more actively managed with annual turnover of: 10.00 vs. JRBFX (5.00). JRBFX has a lower initial minimum investment than DVFYX: JRBFX (250000) vs DVFYX (5000000). JRBFX annual gain was more profitable for investors over the last year : 19.91 vs. DVFYX (13.09). DVFYX return over 5 years is better than : 60.58 vs. JRBFX (21.62).
| DVFYX | JRBFX | DVFYX / JRBFX | |
| Total Expense Ratio | 0.69 | 0.95 | 73% |
| Annual Report Gross Expense Ratio | 0.69 | 0.96 | 72% |
| Fund Existence | 29 years | 10 years | - |
| Gain YTD | 4.393 | 18.455 | 24% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250000 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.19B | 948M | 126% |
| Annual Yield % from dividends | 1.44 | 1.54 | 94% |
| Returns for 1 year | 13.09 | 19.91 | 66% |
| Returns for 3 years | 82.51 | 71.85 | 115% |
| Returns for 5 years | 60.58 | 21.62 | 280% |
| Returns for 10 years | 135.76 | N/A | - |
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