Interact to see
Advertisement
Advertisement
JDVAX vs RLBCX
JDVAX vs RLBCX Comparison
Open Charts JDVAX vs RLBCX
JPMorgan Diversified A
Price$16.30
Change+$0.12 (+0.74%)
VolumeN/A
Net Assets471.43M
American Funds American Balanced R3
Price$36.18
Change+$0.26 (+0.72%)
VolumeN/A
Net Assets247.64B
JDVAX vs RLBCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JDVAX vs. RLBCX commentary
Jun 27, 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 StrongBuy and RLBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 248B vs. JDVAX (471M). JDVAX pays higher dividends than RLBCX: JDVAX (2.30) vs RLBCX (1.63). 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). JDVAX is a more actively managed with annual turnover of: 63.00 vs. RLBCX (44.00). RLBCX has a lower initial minimum investment than JDVAX: RLBCX (250) vs JDVAX (1000). RLBCX annual gain was more profitable for investors over the last year : 7.01 vs. JDVAX (6.62). RLBCX return over 5 years is better than : 40.82 vs. JDVAX (12.83).
| 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 | 5.376 | 6.562 | 82% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 471M | 248B | 0% |
| Annual Yield % from dividends | 2.30 | 1.63 | 141% |
| Returns for 1 year | 6.62 | 7.01 | 94% |
| Returns for 3 years | 22.01 | 31.59 | 70% |
| Returns for 5 years | 12.83 | 40.82 | 31% |
| Returns for 10 years | 12.16 | 60.76 | 20% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| EPSPX | 24.24 | 0.19 | +0.79% |
| NYLI Epoch Global Equity Yield Class A | |||
| FSTCX | 60.14 | N/A | N/A |
| Fidelity Select Telecommunications Port | |||
| FFNIX | 13.55 | N/A | N/A |
| Fidelity Advisor Asset Manager 40% I | |||
| JMGFX | 53.81 | N/A | N/A |
| JPMorgan Mid Cap Growth R5 | |||
| MGQIX | 17.99 | N/A | N/A |
| Morgan Stanley Inst Global Stars I | |||