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JDVAX vs RLBGX
JDVAX vs RLBGX Comparison
Open Charts JDVAX vs RLBGX
JDVAX vs RLBGX Comparison Chart in %
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JDVAX vs. RLBGX 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 JDVAX is a StrongBuy and RLBGX is a Hold.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 283B vs. JDVAX (529M). JDVAX pays higher dividends than RLBGX: JDVAX (2.28) vs RLBGX (2.11). JDVAX was incepted earlier than RLBGX: JDVAX (23 years) vs RLBGX (17 years). JDVAX (1.29) is less costly to investors than RLBGX (0.25). JDVAX is a more actively managed with annual turnover of: 83.00 vs. RLBGX (50.00). RLBGX has a lower initial minimum investment than JDVAX: RLBGX (250) vs JDVAX (1000). RLBGX annual gain was more profitable for investors over the last year : 13.01 vs. JDVAX (-0.55). RLBGX return over 5 years is better than : 36.02 vs. JDVAX (-7.34).
| JDVAX | RLBGX | JDVAX / RLBGX | |
| Total Expense Ratio | 0.96 | 0.25 | 384% |
| Annual Report Gross Expense Ratio | 1.29 | 0.25 | 516% |
| Fund Existence | 23 years | 17 years | - |
| Gain YTD | 5.883 | 10.327 | 57% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 529M | 283B | 0% |
| Annual Yield % from dividends | 2.28 | 2.11 | 108% |
| Returns for 1 year | -0.55 | 13.01 | -4% |
| Returns for 3 years | 27.46 | 46.56 | 59% |
| Returns for 5 years | -7.34 | 36.02 | -20% |
| Returns for 10 years | 15.80 | 87.41 | 18% |
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