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JDVAX vs RLBEX
JDVAX vs RLBEX Comparison
Open Charts JDVAX vs RLBEX
JPMorgan Diversified A
Price$16.68
Change-$0.08 (-0.48%)
VolumeN/A
Net Assets415.59M
American Funds American Balanced R4
Price$38.63
Change-$0.16 (-0.41%)
VolumeN/A
Net Assets263.89B
JDVAX vs RLBEX Comparison Chart in %
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JDVAX vs. RLBEX commentary
Nov 20, 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 RLBEX is a Hold.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 264B vs. JDVAX (416M). JDVAX pays higher dividends than RLBEX: JDVAX (2.58) vs RLBEX (1.71). 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: 83.00 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 : 8.82 vs. JDVAX (7.37). RLBEX return over 5 years is better than : 38.00 vs. JDVAX (1.18).
| 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 | 10.228 | 13.718 | 75% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 416M | 264B | 0% |
| Annual Yield % from dividends | 2.58 | 1.71 | 150% |
| Returns for 1 year | 7.37 | 8.82 | 84% |
| Returns for 3 years | 29.52 | 40.62 | 73% |
| Returns for 5 years | 1.18 | 38.00 | 3% |
| Returns for 10 years | 19.17 | 72.83 | 26% |
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