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JDVSX vs RLBGX
JDVSX vs RLBGX Comparison
Open Charts JDVSX vs RLBGX
JDVSX vs RLBGX Comparison Chart in %
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JDVSX vs. RLBGX 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 RLBGX is a Hold.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 283B vs. JDVSX (527M). JDVSX pays higher dividends than RLBGX: JDVSX (2.44) vs RLBGX (2.08). JDVSX was incepted earlier than RLBGX: JDVSX (25 years) vs RLBGX (17 years). JDVSX (1.01) is less costly to investors than RLBGX (0.25). JDVSX is a more actively managed with annual turnover of: 83.00 vs. RLBGX (50.00). RLBGX has a lower initial minimum investment than JDVSX: RLBGX (250) vs JDVSX (1000000). RLBGX annual gain was more profitable for investors over the last year : 9.54 vs. JDVSX (-1.34). RLBGX return over 5 years is better than : 34.30 vs. JDVSX (-6.56).
| JDVSX | RLBGX | JDVSX / RLBGX | |
| Total Expense Ratio | 0.71 | 0.25 | 284% |
| Annual Report Gross Expense Ratio | 1.01 | 0.25 | 404% |
| Fund Existence | 25 years | 17 years | - |
| Gain YTD | 6.470 | 9.817 | 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 | 2.08 | 117% |
| Returns for 1 year | -1.34 | 9.54 | -14% |
| Returns for 3 years | 27.63 | 44.44 | 62% |
| Returns for 5 years | -6.56 | 34.30 | -19% |
| Returns for 10 years | 21.20 | 89.93 | 24% |
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