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JPDVX vs RLBFX
JPDVX vs RLBFX Comparison
Open Charts JPDVX vs RLBFX
JPDVX vs RLBFX Comparison Chart in %
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JPDVX vs. RLBFX commentary
Aug 23, 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 JPDVX is a StrongBuy and RLBFX is a Hold.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 283B vs. JPDVX (529M). JPDVX pays higher dividends than RLBFX: JPDVX (2.54) vs RLBFX (2.05). JPDVX was incepted earlier than RLBFX: JPDVX (33 years) vs RLBFX (24 years). JPDVX (0.85) is less costly to investors than RLBFX (0.30). JPDVX is a more actively managed with annual turnover of: 83.00 vs. RLBFX (50.00). RLBFX has a lower initial minimum investment than JPDVX: RLBFX (250) vs JPDVX (3000000). RLBFX annual gain was more profitable for investors over the last year : 12.94 vs. JPDVX (-0.11). RLBFX return over 5 years is better than : 35.73 vs. JPDVX (-5.90).
| JPDVX | RLBFX | JPDVX / RLBFX | |
| Total Expense Ratio | 0.65 | 0.30 | 217% |
| Annual Report Gross Expense Ratio | 0.85 | 0.30 | 283% |
| Fund Existence | 33 years | 24 years | - |
| Gain YTD | 6.131 | 10.287 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 250 | 1,200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 529M | 283B | 0% |
| Annual Yield % from dividends | 2.54 | 2.05 | 124% |
| Returns for 1 year | -0.11 | 12.94 | -1% |
| Returns for 3 years | 28.81 | 46.32 | 62% |
| Returns for 5 years | -5.90 | 35.73 | -17% |
| Returns for 10 years | 19.90 | 86.86 | 23% |
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