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JDVAX vs RLBCX
JDVAX vs RLBCX Comparison
Open Charts JDVAX vs RLBCX
JPMorgan Diversified A
Price$16.76
Change+$0.05 (+0.30%)
VolumeN/A
Net Assets481.56M
American Funds American Balanced R3
Price$37.48
Change+$0.14 (+0.37%)
VolumeN/A
Net Assets255.46B
JDVAX vs RLBCX Comparison Chart in %
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JDVAX vs. RLBCX commentary
Aug 30, 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: 255B vs. JDVAX (482M). 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). RLBCX (7.72) and JDVAX (7.44) have marching annual gain over last year. RLBCX return over 5 years is better than : 35.59 vs. JDVAX (5.43).
| 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 | 9.548 | 10.391 | 92% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 482M | 255B | 0% |
| Annual Yield % from dividends | 2.35 | 1.56 | 151% |
| Returns for 1 year | 7.44 | 7.72 | 96% |
| Returns for 3 years | 26.33 | 34.49 | 76% |
| Returns for 5 years | 5.43 | 35.59 | 15% |
| Returns for 10 years | 21.15 | 70.88 | 30% |
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