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JDVZX vs RLBGX
JDVZX vs RLBGX Comparison
Open Charts JDVZX vs RLBGX
JDVZX vs RLBGX Comparison Chart in %
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JDVZX vs. RLBGX commentary
Jun 24, 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 Hold and RLBGX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 288B vs. JDVZX (528M). JDVZX pays higher dividends than RLBGX: JDVZX (2.66) vs RLBGX (2.07). JDVZX was incepted earlier than RLBGX: JDVZX (9 years) vs RLBGX (17 years). JDVZX (0.75) is less costly to investors than RLBGX (0.25). JDVZX is a more actively managed with annual turnover of: 83.00 vs. RLBGX (50.00). RLBGX has a lower initial minimum investment than JDVZX: RLBGX (250) vs JDVZX (15000000). RLBGX annual gain was more profitable for investors over the last year : 15.24 vs. JDVZX (1.90). RLBGX return over 5 years is better than : 36.05 vs. JDVZX (-5.85).
| JDVZX | RLBGX | JDVZX / RLBGX | |
| Total Expense Ratio | 0.58 | 0.25 | 232% |
| Annual Report Gross Expense Ratio | 0.75 | 0.25 | 300% |
| Fund Existence | 9 years | 17 years | - |
| Gain YTD | 4.204 | 8.421 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 250 | 6,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 528M | 288B | 0% |
| Annual Yield % from dividends | 2.66 | 2.07 | 129% |
| Returns for 1 year | 1.90 | 15.24 | 12% |
| Returns for 3 years | 24.83 | 44.31 | 56% |
| Returns for 5 years | -5.85 | 36.05 | -16% |
| Returns for 10 years | N/A | 92.17 | - |
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