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JDVAX vs RLBCX
JDVAX vs RLBCX Comparison
Open Charts JDVAX vs RLBCX
JPMorgan Diversified A
Price$16.47
Change+$0.02 (+0.12%)
VolumeN/A
Net Assets472.24M
American Funds American Balanced R3
Price$36.79
Change-$0.02 (-0.05%)
VolumeN/A
Net Assets253.12B
JDVAX vs RLBCX Comparison Chart in %
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JDVAX vs. RLBCX commentary
Aug 08, 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: 253B vs. JDVAX (472M). JDVAX pays higher dividends than RLBCX: JDVAX (2.35) vs RLBCX (1.56). 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). JDVAX annual gain was more profitable for investors over the last year : 11.81 vs. RLBCX (11.04). RLBCX return over 5 years is better than : 34.79 vs. JDVAX (6.42).
| 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 | 7.843 | 8.359 | 94% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 472M | 253B | 0% |
| Annual Yield % from dividends | 2.35 | 1.56 | 151% |
| Returns for 1 year | 11.81 | 11.04 | 107% |
| Returns for 3 years | 21.73 | 29.84 | 73% |
| Returns for 5 years | 6.42 | 34.79 | 18% |
| Returns for 10 years | 13.73 | 60.65 | 23% |
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