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JDVAX vs RLBCX
JDVAX vs RLBCX Comparison
Open Charts JDVAX vs RLBCX
JPMorgan Diversified A
Price$15.15
Change+$0.20 (+1.34%)
VolumeN/A
Net Assets436.3M
American Funds American Balanced R3
Price$33.48
Change+$0.43 (+1.30%)
VolumeN/A
Net Assets226.9B
JDVAX vs RLBCX Comparison Chart
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JDVAX vs. RLBCX commentary
Apr 25, 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: 227B vs. JDVAX (436M). 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). RLBCX annual gain was more profitable for investors over the last year : 3.84 vs. JDVAX (2.88). RLBCX return over 5 years is better than : 33.97 vs. JDVAX (12.05).
| 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 | -2.635 | -1.616 | 163% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 436M | 227B | 0% |
| Annual Yield % from dividends | 2.37 | 1.69 | 140% |
| Returns for 1 year | 2.88 | 3.84 | 75% |
| Returns for 3 years | 5.90 | 13.60 | 43% |
| Returns for 5 years | 12.05 | 33.97 | 35% |
| Returns for 10 years | 1.03 | 44.52 | 2% |
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