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JDVAX vs RLBEX
JDVAX vs RLBEX Comparison
Open Charts JDVAX vs RLBEX
JPMorgan Diversified A
Price$16.30
Change+$0.12 (+0.74%)
VolumeN/A
Net Assets471.43M
American Funds American Balanced R4
Price$36.35
Change+$0.27 (+0.75%)
VolumeN/A
Net Assets247.64B
JDVAX vs RLBEX Comparison Chart in %
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JDVAX vs. RLBEX 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 RLBEX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 248B vs. JDVAX (471M). JDVAX pays higher dividends than RLBEX: JDVAX (2.30) vs RLBEX (1.90). JDVAX was incepted earlier than RLBEX: JDVAX (22 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 : 7.34 vs. JDVAX (6.62). RLBEX return over 5 years is better than : 42.62 vs. JDVAX (12.83).
| JDVAX | RLBEX | JDVAX / RLBEX | |
| Total Expense Ratio | 0.96 | 0.59 | 163% |
| Annual Report Gross Expense Ratio | 1.26 | 0.59 | 214% |
| Fund Existence | 22 years | 23 years | - |
| Gain YTD | 5.376 | 6.713 | 80% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 471M | 248B | 0% |
| Annual Yield % from dividends | 2.30 | 1.90 | 121% |
| Returns for 1 year | 6.62 | 7.34 | 90% |
| Returns for 3 years | 22.01 | 32.63 | 67% |
| Returns for 5 years | 12.83 | 42.62 | 30% |
| Returns for 10 years | 12.16 | 65.75 | 18% |