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JDVSX vs RLBFX
JDVSX vs RLBFX Comparison
Open Charts JDVSX vs RLBFX
JDVSX vs RLBFX Comparison Chart in %
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JDVSX vs. RLBFX 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 RLBFX is a Hold.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 283B vs. JDVSX (527M). JDVSX pays higher dividends than RLBFX: JDVSX (2.44) vs RLBFX (2.03). JDVSX was incepted earlier than RLBFX: JDVSX (25 years) vs RLBFX (24 years). JDVSX (1.01) is less costly to investors than RLBFX (0.30). JDVSX is a more actively managed with annual turnover of: 83.00 vs. RLBFX (50.00). RLBFX has a lower initial minimum investment than JDVSX: RLBFX (250) vs JDVSX (1000000). RLBFX annual gain was more profitable for investors over the last year : 9.47 vs. JDVSX (-1.34). RLBFX return over 5 years is better than : 34.05 vs. JDVSX (-6.56).
| JDVSX | RLBFX | JDVSX / RLBFX | |
| Total Expense Ratio | 0.71 | 0.30 | 237% |
| Annual Report Gross Expense Ratio | 1.01 | 0.30 | 337% |
| Fund Existence | 25 years | 24 years | - |
| Gain YTD | 6.470 | 9.778 | 66% |
| 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 | 2.03 | 120% |
| Returns for 1 year | -1.34 | 9.47 | -14% |
| Returns for 3 years | 27.63 | 44.21 | 63% |
| Returns for 5 years | -6.56 | 34.05 | -19% |
| Returns for 10 years | 21.20 | 89.30 | 24% |
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