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JDVAX vs RLBCX
JDVAX vs RLBCX Comparison
Open Charts JDVAX vs RLBCX
JPMorgan Diversified A
Price$14.49
Change-$0.63 (-4.17%)
VolumeN/A
Net Assets443.67M
American Funds American Balanced R3
Price$32.05
Change-$1.22 (-3.67%)
VolumeN/A
Net Assets229B
JDVAX vs RLBCX Comparison Chart
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JDVAX vs. RLBCX commentary
Apr 05, 2025
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 Hold and RLBCX is a Hold.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 229B vs. JDVAX (444M). JDVAX pays higher dividends than RLBCX: JDVAX (2.37) vs RLBCX (1.69). JDVAX was incepted earlier than RLBCX: JDVAX (22 years) vs RLBCX (23 years). JDVAX (1.26) is less costly to investors than RLBCX (0.89). RLBCX is a more actively managed with annual turnover of: 171.00 vs. JDVAX (63.00). RLBCX has a lower initial minimum investment than JDVAX: RLBCX (250) vs JDVAX (1000). JDVAX annual gain was more profitable for investors over the last year : 4.35 vs. RLBCX (1.03). RLBCX return over 5 years is better than : 44.21 vs. JDVAX (26.59).
| JDVAX | RLBCX | JDVAX / RLBCX | |
| Total Expense Ratio | 0.96 | 0.89 | 108% |
| Annual Report Gross Expense Ratio | 1.26 | 0.89 | 142% |
| Fund Existence | 22 years | 23 years | - |
| Gain YTD | 1.078 | -2.233 | -48% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 444M | 229B | 0% |
| Annual Yield % from dividends | 2.37 | 1.69 | 140% |
| Returns for 1 year | 4.35 | 1.03 | 422% |
| Returns for 3 years | 5.00 | 8.35 | 60% |
| Returns for 5 years | 26.59 | 44.21 | 60% |
| Returns for 10 years | 5.93 | 45.29 | 13% |
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