JDVAX
Price
$16.30
Change
+$0.12 (+0.74%)
Updated
Jun 26 closing price
Net Assets
471.43M
RLBCX
Price
$36.18
Change
+$0.26 (+0.72%)
Updated
Jun 26 closing price
Net Assets
247.64B
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JDVAX vs RLBCX

Header iconJDVAX vs RLBCX Comparison
Open Charts JDVAX vs RLBCXBanner chart's image
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 %
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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.

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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).
JDVAXRLBCXJDVAX / RLBCX
Total Expense Ratio0.960.89108%
Annual Report Gross Expense Ratio1.260.89142%
Fund Existence22 years23 years-
Gain YTD5.3766.56282%
Front Load5%N/A-
Min. Initial Investment1000250400%
Min. Initial Investment IRAN/AN/A-
Net Assets471M248B0%
Annual Yield % from dividends2.301.63141%
Returns for 1 year6.627.0194%
Returns for 3 years22.0131.5970%
Returns for 5 years12.8340.8231%
Returns for 10 years12.1660.7620%
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