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JDVSX vs RLEFX
JDVSX vs RLEFX Comparison
Open Charts JDVSX vs RLEFX
JDVSX vs RLEFX Comparison Chart in %
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JDVSX vs. RLEFX commentary
Jul 07, 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 RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 288B vs. JDVSX (533M). JDVSX pays higher dividends than RLEFX: JDVSX (2.48) vs RLEFX (1.95). JDVSX was incepted earlier than RLEFX: JDVSX (25 years) vs RLEFX (11 years). JDVSX (1.01) is less costly to investors than RLEFX (0.39). JDVSX is a more actively managed with annual turnover of: 83.00 vs. RLEFX (50.00). RLEFX has a lower initial minimum investment than JDVSX: RLEFX (250) vs JDVSX (1000000). RLEFX annual gain was more profitable for investors over the last year : 13.43 vs. JDVSX (-0.89). RLEFX return over 5 years is better than : 35.89 vs. JDVSX (-6.95).
| JDVSX | RLEFX | JDVSX / RLEFX | |
| Total Expense Ratio | 0.71 | 0.39 | 182% |
| Annual Report Gross Expense Ratio | 1.01 | 0.39 | 259% |
| Fund Existence | 25 years | 11 years | - |
| Gain YTD | 4.184 | 9.914 | 42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 533M | 288B | 0% |
| Annual Yield % from dividends | 2.48 | 1.95 | 127% |
| Returns for 1 year | -0.89 | 13.43 | -7% |
| Returns for 3 years | 25.44 | 45.53 | 56% |
| Returns for 5 years | -6.95 | 35.89 | -19% |
| Returns for 10 years | 20.69 | 87.27 | 24% |
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