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JDVAX vs RLBCX
JDVAX vs RLBCX Comparison
Open Charts JDVAX vs RLBCX
JPMorgan Diversified A
Price$15.64
Change+$0.08 (+0.51%)
VolumeN/A
Net Assets464.38M
American Funds American Balanced R3
Price$34.77
Change+$0.21 (+0.61%)
VolumeN/A
Net Assets240.18B
JDVAX vs RLBCX Comparison Chart
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JDVAX vs. RLBCX commentary
Jan 19, 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 Hold and RLBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 240B vs. JDVAX (464M). RLBCX pays higher dividends than JDVAX: RLBCX (1.98) vs JDVAX (0.98). JDVAX was incepted earlier than RLBCX: JDVAX (22 years) vs RLBCX (23 years). RLBCX is a more actively managed with annual turnover of: 171.00 vs. JDVAX (94.00). 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 : 11.92 vs. JDVAX (11.24). RLBCX return over 5 years is better than : 28.12 vs. JDVAX (1.61).
| JDVAX | RLBCX | JDVAX / RLBCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 23 years | - |
| Gain YTD | 1.427 | 1.935 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 464M | 240B | 0% |
| Annual Yield % from dividends | 0.98 | 1.98 | 50% |
| Returns for 1 year | 11.24 | 11.92 | 94% |
| Returns for 3 years | 1.93 | 11.58 | 17% |
| Returns for 5 years | 1.61 | 28.12 | 6% |
| Returns for 10 years | 10.11 | 53.41 | 19% |
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