Interact to see
Advertisement
Advertisement
JDVAX vs RLBCX
JDVAX vs RLBCX Comparison
Open Charts JDVAX vs RLBCX
JPMorgan Diversified A
Price$15.93
Change-$0.05 (-0.31%)
VolumeN/A
Net Assets466.52M
American Funds American Balanced R3
Price$35.51
Change-$0.04 (-0.11%)
VolumeN/A
Net Assets243.73B
JDVAX vs RLBCX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JDVAX vs. RLBCX commentary
Jun 07, 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 Buy and RLBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 244B vs. JDVAX (467M). 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 : 6.62 vs. JDVAX (5.77). RLBCX return over 5 years is better than : 32.84 vs. JDVAX (7.92).
| 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 | 4.073 | 4.466 | 91% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 467M | 244B | 0% |
| Annual Yield % from dividends | 2.30 | 1.63 | 141% |
| Returns for 1 year | 5.77 | 6.62 | 87% |
| Returns for 3 years | 15.56 | 22.09 | 70% |
| Returns for 5 years | 7.92 | 32.84 | 24% |
| Returns for 10 years | 10.11 | 56.35 | 18% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers