JDVAX
Price
$14.49
Change
-$0.63 (-4.17%)
Updated
Apr 4 closing price
Net Assets
443.67M
RLBEX
Price
$32.20
Change
-$1.22 (-3.65%)
Updated
Apr 4 closing price
Net Assets
229B
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JDVAX vs RLBEX

Header iconJDVAX vs RLBEX Comparison
Open Charts JDVAX vs RLBEXBanner chart's image
JPMorgan Diversified A
Price$14.49
Change-$0.63 (-4.17%)
VolumeN/A
Net Assets443.67M
American Funds American Balanced R4
Price$32.20
Change-$1.22 (-3.65%)
VolumeN/A
Net Assets229B
JDVAX vs RLBEX Comparison Chart
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JDVAX vs. RLBEX commentary
Apr 05, 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.

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FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 229B vs. JDVAX (444M). JDVAX pays higher dividends than RLBEX: JDVAX (2.37) vs RLBEX (1.97). JDVAX was incepted earlier than RLBEX: JDVAX (22 years) vs RLBEX (23 years). JDVAX (1.26) is less costly to investors than RLBEX (0.60). RLBEX is a more actively managed with annual turnover of: 171.00 vs. JDVAX (63.00). RLBEX has a lower initial minimum investment than JDVAX: RLBEX (250) vs JDVAX (1000). JDVAX annual gain was more profitable for investors over the last year : 4.35 vs. RLBEX (1.35). RLBEX return over 5 years is better than : 46.09 vs. JDVAX (26.59).
JDVAXRLBEXJDVAX / RLBEX
Total Expense Ratio0.960.60160%
Annual Report Gross Expense Ratio1.260.60210%
Fund Existence22 years23 years-
Gain YTD1.078-2.180-49%
Front Load5%N/A-
Min. Initial Investment1000250400%
Min. Initial Investment IRAN/AN/A-
Net Assets444M229B0%
Annual Yield % from dividends2.371.97120%
Returns for 1 year4.351.35322%
Returns for 3 years5.009.1355%
Returns for 5 years26.5946.0958%
Returns for 10 years5.9349.7412%
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