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JDVAX vs RLBBX
JDVAX vs RLBBX Comparison
Open Charts JDVAX vs RLBBX
JPMorgan Diversified A
Price$15.59
Change-$0.19 (-1.20%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R2
Price$34.50
Change-$0.42 (-1.20%)
VolumeN/A
CapitalizationN/A
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JDVAX vs RLBBX Comparison Chart
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JDVAX vs. RLBBX commentary
Sep 08, 2024
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 JDVAX is a Buy and RLBBX is a Buy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 228B vs. JDVAX (469M). RLBBX pays higher dividends than JDVAX: RLBBX (1.58) vs JDVAX (0.98). JDVAX was incepted earlier than RLBBX: JDVAX (21 years) vs RLBBX (22 years). RLBBX is a more actively managed with annual turnover of: 171.00 vs. JDVAX (94.00). RLBBX has a lower initial minimum investment than JDVAX: RLBBX (250) vs JDVAX (1000). JDVAX (18.15) and RLBBX (17.94) have marching annual gain over last year. RLBBX return over 5 years is better than : 31.51 vs. JDVAX (1.28).
| JDVAX | RLBBX | JDVAX / RLBBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 22 years | - |
| Gain YTD | 9.256 | 10.335 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 469M | 228B | 0% |
| Annual Yield % from dividends | 0.98 | 1.58 | 62% |
| Returns for 1 year | 18.15 | 17.94 | 101% |
| Returns for 3 years | -14.54 | 7.21 | -202% |
| Returns for 5 years | 1.28 | 31.51 | 4% |
| Returns for 10 years | 4.22 | 42.95 | 10% |
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