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JDVAX vs RLBEX
JDVAX vs RLBEX Comparison
Open Charts JDVAX vs RLBEX
JPMorgan Diversified A
Price$15.86
Change-$0.14 (-0.88%)
VolumeN/A
Net Assets467.57M
American Funds American Balanced R4
Price$35.26
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets242.17B
JDVAX vs RLBEX Comparison Chart
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JDVAX vs. RLBEX commentary
Feb 23, 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 Hold.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 242B vs. JDVAX (468M). RLBEX pays higher dividends than JDVAX: RLBEX (2.24) vs JDVAX (0.98). JDVAX was incepted earlier than RLBEX: JDVAX (22 years) vs RLBEX (23 years). RLBEX is a more actively managed with annual turnover of: 171.00 vs. JDVAX (94.00). 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 : 9.22 vs. JDVAX (8.21). RLBEX return over 5 years is better than : 30.07 vs. JDVAX (2.79).
| JDVAX | RLBEX | JDVAX / RLBEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 23 years | - |
| Gain YTD | 2.853 | 2.889 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 468M | 242B | 0% |
| Annual Yield % from dividends | 0.98 | 2.24 | 44% |
| Returns for 1 year | 8.21 | 9.22 | 89% |
| Returns for 3 years | 7.27 | 17.55 | 41% |
| Returns for 5 years | 2.79 | 30.07 | 9% |
| Returns for 10 years | 7.90 | 54.52 | 14% |
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