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JPDVX vs RLBGX
JPDVX vs RLBGX Comparison
Open Charts JPDVX vs RLBGX
JPDVX vs RLBGX Comparison Chart in %
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JPDVX 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 JPDVX is a Hold and RLBGX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 288B vs. JPDVX (528M). JPDVX pays higher dividends than RLBGX: JPDVX (2.59) vs RLBGX (2.07). JPDVX was incepted earlier than RLBGX: JPDVX (33 years) vs RLBGX (17 years). JPDVX (0.85) is less costly to investors than RLBGX (0.25). JPDVX is a more actively managed with annual turnover of: 83.00 vs. RLBGX (50.00). RLBGX has a lower initial minimum investment than JPDVX: RLBGX (250) vs JPDVX (3000000). RLBGX annual gain was more profitable for investors over the last year : 15.24 vs. JPDVX (1.76). RLBGX return over 5 years is better than : 36.05 vs. JPDVX (-6.14).
| JPDVX | RLBGX | JPDVX / RLBGX | |
| Total Expense Ratio | 0.65 | 0.25 | 260% |
| Annual Report Gross Expense Ratio | 0.85 | 0.25 | 340% |
| Fund Existence | 33 years | 17 years | - |
| Gain YTD | 4.116 | 8.421 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 250 | 1,200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 528M | 288B | 0% |
| Annual Yield % from dividends | 2.59 | 2.07 | 126% |
| Returns for 1 year | 1.76 | 15.24 | 12% |
| Returns for 3 years | 24.47 | 44.31 | 55% |
| Returns for 5 years | -6.14 | 36.05 | -17% |
| Returns for 10 years | 25.07 | 92.17 | 27% |
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