JDVAX
Price
$15.92
Change
+$0.10 (+0.63%)
Updated
Sep 11 closing price
Net Assets
517.53M
RLBCX
Price
$40.14
Change
+$0.10 (+0.25%)
Updated
Sep 11 closing price
Net Assets
284.75B
Interact to see
Advertisement

JDVAX vs RLBCX

JDVAX vs RLBCX Comparison Chart in %
View a ticker or compare two or three
VS
JDVAX vs. RLBCX commentary
Sep 13, 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 JDVAX is a StrongBuy and RLBCX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 285B vs. JDVAX (518M). JDVAX pays higher dividends than RLBCX: JDVAX (2.25) vs RLBCX (1.52). JDVAX was incepted earlier than RLBCX: JDVAX (23 years) vs RLBCX (24 years). JDVAX (1.29) is less costly to investors than RLBCX (0.89). JDVAX is a more actively managed with annual turnover of: 83.00 vs. RLBCX (50.00). RLBCX has a lower initial minimum investment than JDVAX: RLBCX (250) vs JDVAX (1000). RLBCX annual gain was more profitable for investors over the last year : 6.31 vs. JDVAX (-4.17). RLBCX return over 5 years is better than : 29.79 vs. JDVAX (-9.04).
JDVAXRLBCXJDVAX / RLBCX
Total Expense Ratio0.960.89108%
Annual Report Gross Expense Ratio1.290.89145%
Fund Existence23 years24 years-
Gain YTD4.4318.27454%
Front Load5%N/A-
Min. Initial Investment1000250400%
Min. Initial Investment IRAN/AN/A-
Net Assets518M285B0%
Annual Yield % from dividends2.251.52148%
Returns for 1 year-4.176.31-66%
Returns for 3 years24.0440.0760%
Returns for 5 years-9.0429.79-30%
Returns for 10 years16.5080.2121%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
CREEX10.41N/A
N/A
Columbia Real Estate Equity Inst
AWTIX18.01N/A
N/A
Virtus Duff & Phelps Water Inst
RLIEX20.27N/A
N/A
Lazard International Equity R6
TBCIX212.60N/A
N/A
T. Rowe Price Blue Chip Growth I
CSMFX25.21N/A
N/A
Carillon Scout Mid Cap C