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JDVSX vs RLBEX
JDVSX vs RLBEX Comparison
Open Charts JDVSX vs RLBEX
JDVSX vs RLBEX Comparison Chart in %
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JDVSX vs. RLBEX commentary
Jun 04, 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 Hold and RLBEX is a Hold.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 279B vs. JDVSX (525M). JDVSX pays higher dividends than RLBEX: JDVSX (2.53) vs RLBEX (1.77). JDVSX was incepted earlier than RLBEX: JDVSX (25 years) vs RLBEX (24 years). JDVSX (1.01) is less costly to investors than RLBEX (0.60). JDVSX is a more actively managed with annual turnover of: 83.00 vs. RLBEX (50.00). RLBEX has a lower initial minimum investment than JDVSX: RLBEX (250) vs JDVSX (1000000). RLBEX annual gain was more profitable for investors over the last year : 17.71 vs. JDVSX (2.90). RLBEX return over 5 years is better than : 35.34 vs. JDVSX (-5.39).
| JDVSX | RLBEX | JDVSX / RLBEX | |
| Total Expense Ratio | 0.71 | 0.60 | 118% |
| Annual Report Gross Expense Ratio | 1.01 | 0.60 | 168% |
| Fund Existence | 25 years | 24 years | - |
| Gain YTD | 4.476 | 9.691 | 46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 525M | 279B | 0% |
| Annual Yield % from dividends | 2.53 | 1.77 | 143% |
| Returns for 1 year | 2.90 | 17.71 | 16% |
| Returns for 3 years | 25.08 | 45.48 | 55% |
| Returns for 5 years | -5.39 | 35.34 | -15% |
| Returns for 10 years | 21.40 | 88.34 | 24% |
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