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JDVAX vs RLBFX
JDVAX vs RLBFX Comparison
Open Charts JDVAX vs RLBFX
JDVAX vs RLBFX Comparison Chart in %
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JDVAX vs. RLBFX commentary
Sep 12, 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 RLBFX is a Hold.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 285B vs. JDVAX (518M). JDVAX pays higher dividends than RLBFX: JDVAX (2.25) vs RLBFX (2.03). JDVAX was incepted earlier than RLBFX: JDVAX (23 years) vs RLBFX (24 years). JDVAX (1.29) is less costly to investors than RLBFX (0.30). JDVAX is a more actively managed with annual turnover of: 83.00 vs. RLBFX (50.00). RLBFX has a lower initial minimum investment than JDVAX: RLBFX (250) vs JDVAX (1000). RLBFX annual gain was more profitable for investors over the last year : 6.98 vs. JDVAX (-4.17). RLBFX return over 5 years is better than : 33.18 vs. JDVAX (-9.04).
| JDVAX | RLBFX | JDVAX / RLBFX | |
| Total Expense Ratio | 0.96 | 0.30 | 320% |
| Annual Report Gross Expense Ratio | 1.29 | 0.30 | 430% |
| Fund Existence | 23 years | 24 years | - |
| Gain YTD | 4.431 | 8.705 | 51% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 518M | 285B | 0% |
| Annual Yield % from dividends | 2.25 | 2.03 | 110% |
| Returns for 1 year | -4.17 | 6.98 | -60% |
| Returns for 3 years | 24.04 | 42.70 | 56% |
| Returns for 5 years | -9.04 | 33.18 | -27% |
| Returns for 10 years | 16.50 | 87.98 | 19% |
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