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JDVZX vs RLBBX
JDVZX vs RLBBX Comparison
Open Charts JDVZX vs RLBBX
JDVZX vs RLBBX Comparison Chart in %
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JDVZX vs. RLBBX commentary
Aug 03, 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 JDVZX is a StrongBuy and RLBBX is a Buy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 288B vs. JDVZX (521M). JDVZX pays higher dividends than RLBBX: JDVZX (2.60) vs RLBBX (1.13). JDVZX was incepted earlier than RLBBX: JDVZX (9 years) vs RLBBX (24 years). RLBBX (1.33) is less costly to investors than JDVZX (0.75). JDVZX is a more actively managed with annual turnover of: 83.00 vs. RLBBX (50.00). RLBBX has a lower initial minimum investment than JDVZX: RLBBX (250) vs JDVZX (15000000). RLBBX annual gain was more profitable for investors over the last year : 10.45 vs. JDVZX (-0.70). RLBBX return over 5 years is better than : 28.24 vs. JDVZX (-7.05).
| JDVZX | RLBBX | JDVZX / RLBBX | |
| Total Expense Ratio | 0.58 | 1.33 | 44% |
| Annual Report Gross Expense Ratio | 0.75 | 1.33 | 56% |
| Fund Existence | 9 years | 24 years | - |
| Gain YTD | 4.401 | 7.919 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 250 | 6,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 521M | 288B | 0% |
| Annual Yield % from dividends | 2.60 | 1.13 | 230% |
| Returns for 1 year | -0.70 | 10.45 | -7% |
| Returns for 3 years | 22.67 | 35.48 | 64% |
| Returns for 5 years | -7.05 | 28.24 | -25% |
| Returns for 10 years | N/A | 73.40 | - |
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