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JLVIX vs RWEBX
JLVIX vs RWEBX Comparison
Open Charts JLVIX vs RWEBX
JLVIX vs RWEBX Comparison Chart in %
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JLVIX vs. RWEBX 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 JLVIX is a Hold and RWEBX is a Buy.
FUNDAMENTALS
Fundamentals
RWEBX has more cash in the bank: 218B vs. JLVIX (6.04B). RWEBX pays higher dividends than JLVIX: RWEBX (0.75) vs JLVIX (0.42). JLVIX was incepted earlier than RWEBX: JLVIX (25 years) vs RWEBX (12 years). RWEBX (1.06) is less costly to investors than JLVIX (0.77). JLVIX is a more actively managed with annual turnover of: 49.00 vs. RWEBX (29.00). RWEBX has a lower initial minimum investment than JLVIX: RWEBX (250) vs JLVIX (250000). RWEBX annual gain was more profitable for investors over the last year : 6.17 vs. JLVIX (0.06). RWEBX return over 5 years is better than : 22.46 vs. JLVIX (-4.24).
| JLVIX | RWEBX | JLVIX / RWEBX | |
| Total Expense Ratio | 0.76 | 1.06 | 72% |
| Annual Report Gross Expense Ratio | 0.77 | 1.06 | 73% |
| Fund Existence | 25 years | 12 years | - |
| Gain YTD | -0.522 | 0.941 | -56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.04B | 218B | 3% |
| Annual Yield % from dividends | 0.42 | 0.75 | 56% |
| Returns for 1 year | 0.06 | 6.17 | 1% |
| Returns for 3 years | 14.17 | 27.16 | 52% |
| Returns for 5 years | -4.24 | 22.46 | -19% |
| Returns for 10 years | 77.76 | 75.37 | 103% |
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