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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
Sep 19, 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 Hold.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 285B vs. JDVZX (516M). JDVZX pays higher dividends than RLBGX: JDVZX (2.57) vs RLBGX (2.08). 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: 68.00 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 : 6.30 vs. JDVZX (-3.58). RLBGX return over 5 years is better than : 33.10 vs. JDVZX (-6.82).
| 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 | 4.992 | 8.205 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 250 | 6,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 516M | 285B | 0% |
| Annual Yield % from dividends | 2.57 | 2.08 | 123% |
| Returns for 1 year | -3.58 | 6.30 | -57% |
| Returns for 3 years | 26.36 | 42.77 | 62% |
| Returns for 5 years | -6.82 | 33.10 | -21% |
| Returns for 10 years | N/A | 87.78 | - |
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