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JDVAX vs RLBEX
JDVAX vs RLBEX Comparison
Open Charts JDVAX vs RLBEX
JPMorgan Diversified A
Price$16.96
Change+$0.05 (+0.30%)
VolumeN/A
Net Assets494.52M
American Funds American Balanced R4
Price$39.03
Change+$0.17 (+0.44%)
VolumeN/A
Net Assets266.1B
JDVAX vs RLBEX Comparison Chart in %
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JDVAX vs. RLBEX 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 RLBEX is a Hold.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 266B vs. JDVAX (495M). JDVAX pays higher dividends than RLBEX: JDVAX (2.60) vs RLBEX (1.74). JDVAX was incepted earlier than RLBEX: JDVAX (23 years) vs RLBEX (23 years). JDVAX (1.26) is less costly to investors than RLBEX (0.59). JDVAX is a more actively managed with annual turnover of: 63.00 vs. RLBEX (44.00). RLBEX has a lower initial minimum investment than JDVAX: RLBEX (250) vs JDVAX (1000). RLBEX annual gain was more profitable for investors over the last year : 9.91 vs. JDVAX (8.45). RLBEX return over 5 years is better than : 42.47 vs. JDVAX (7.09).
| JDVAX | RLBEX | JDVAX / RLBEX | |
| Total Expense Ratio | 0.96 | 0.59 | 163% |
| Annual Report Gross Expense Ratio | 1.26 | 0.59 | 214% |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | 11.748 | 14.896 | 79% |
| 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 | 1.74 | 150% |
| Returns for 1 year | 8.45 | 9.91 | 85% |
| Returns for 3 years | 38.34 | 51.76 | 74% |
| Returns for 5 years | 7.09 | 42.47 | 17% |
| Returns for 10 years | 22.39 | 79.56 | 28% |
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