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JDVAX vs RLBCX
JDVAX vs RLBCX Comparison
Open Charts JDVAX vs RLBCX
JPMorgan Diversified A
Price$16.96
Change+$0.05 (+0.30%)
VolumeN/A
Net Assets494.52M
American Funds American Balanced R3
Price$38.85
Change+$0.17 (+0.44%)
VolumeN/A
Net Assets266.1B
JDVAX vs RLBCX Comparison Chart in %
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JDVAX vs. RLBCX commentary
Oct 09, 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 Hold.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 266B vs. JDVAX (495M). JDVAX pays higher dividends than RLBCX: JDVAX (2.60) vs RLBCX (1.49). JDVAX was incepted earlier than RLBCX: JDVAX (23 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 : 9.58 vs. JDVAX (8.45). RLBCX return over 5 years is better than : 40.65 vs. JDVAX (7.09).
| JDVAX | RLBCX | JDVAX / RLBCX | |
| Total Expense Ratio | 0.96 | 0.89 | 108% |
| Annual Report Gross Expense Ratio | 1.26 | 0.89 | 142% |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | 11.748 | 14.659 | 80% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 495M | 266B | 0% |
| Annual Yield % from dividends | 2.60 | 1.49 | 175% |
| Returns for 1 year | 8.45 | 9.58 | 88% |
| Returns for 3 years | 38.34 | 50.48 | 76% |
| Returns for 5 years | 7.09 | 40.65 | 17% |
| Returns for 10 years | 22.39 | 74.05 | 30% |
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