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JDVSX vs RLBCX
JDVSX vs RLBCX Comparison
Open Charts JDVSX vs RLBCX
JDVSX vs RLBCX Comparison Chart in %
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JDVSX vs. RLBCX commentary
Sep 09, 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 JDVSX is a StrongBuy and RLBCX is a Hold.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 283B vs. JDVSX (527M). JDVSX pays higher dividends than RLBCX: JDVSX (2.44) vs RLBCX (1.52). JDVSX was incepted earlier than RLBCX: JDVSX (25 years) vs RLBCX (24 years). JDVSX (1.01) is less costly to investors than RLBCX (0.89). JDVSX is a more actively managed with annual turnover of: 83.00 vs. RLBCX (50.00). RLBCX has a lower initial minimum investment than JDVSX: RLBCX (250) vs JDVSX (1000000). RLBCX annual gain was more profitable for investors over the last year : 8.79 vs. JDVSX (-1.34). RLBCX return over 5 years is better than : 30.62 vs. JDVSX (-6.56).
| JDVSX | RLBCX | JDVSX / RLBCX | |
| Total Expense Ratio | 0.71 | 0.89 | 80% |
| Annual Report Gross Expense Ratio | 1.01 | 0.89 | 113% |
| Fund Existence | 25 years | 24 years | - |
| Gain YTD | 6.470 | 9.326 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 527M | 283B | 0% |
| Annual Yield % from dividends | 2.44 | 1.52 | 161% |
| Returns for 1 year | -1.34 | 8.79 | -15% |
| Returns for 3 years | 27.63 | 41.55 | 67% |
| Returns for 5 years | -6.56 | 30.62 | -21% |
| Returns for 10 years | 21.20 | 81.52 | 26% |
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