JDVAX
Price
$15.15
Change
+$0.20 (+1.34%)
Updated
Apr 24 closing price
Net Assets
436.3M
RLBEX
Price
$33.64
Change
+$0.43 (+1.29%)
Updated
Apr 24 closing price
Net Assets
226.9B
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JDVAX vs RLBEX

Header iconJDVAX vs RLBEX Comparison
Open Charts JDVAX vs RLBEXBanner chart's image
JPMorgan Diversified A
Price$15.15
Change+$0.20 (+1.34%)
VolumeN/A
Net Assets436.3M
American Funds American Balanced R4
Price$33.64
Change+$0.43 (+1.29%)
VolumeN/A
Net Assets226.9B
JDVAX vs RLBEX Comparison Chart
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JDVAX vs. RLBEX commentary
Apr 25, 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 Buy.

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FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 227B vs. JDVAX (436M). 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). RLBEX annual gain was more profitable for investors over the last year : 4.15 vs. JDVAX (2.88). RLBEX return over 5 years is better than : 35.73 vs. JDVAX (12.05).
JDVAXRLBEXJDVAX / RLBEX
Total Expense Ratio0.960.60160%
Annual Report Gross Expense Ratio1.260.60210%
Fund Existence22 years23 years-
Gain YTD-2.635-1.536171%
Front Load5%N/A-
Min. Initial Investment1000250400%
Min. Initial Investment IRAN/AN/A-
Net Assets436M227B0%
Annual Yield % from dividends2.371.97120%
Returns for 1 year2.884.1569%
Returns for 3 years5.9014.4441%
Returns for 5 years12.0535.7334%
Returns for 10 years1.0348.992%
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