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JDVAX vs RLBEX
JDVAX vs RLBEX Comparison
Open Charts JDVAX vs RLBEX
JPMorgan Diversified A
Price$16.47
Change+$0.02 (+0.12%)
VolumeN/A
Net Assets472.24M
American Funds American Balanced R4
Price$36.98
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets253.12B
JDVAX vs RLBEX Comparison Chart in %
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JDVAX vs. RLBEX commentary
Aug 08, 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.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 253B vs. JDVAX (472M). JDVAX pays higher dividends than RLBEX: JDVAX (2.35) vs RLBEX (1.81). 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). JDVAX (11.81) and RLBEX (11.40) have marching annual gain over last year. RLBEX return over 5 years is better than : 36.56 vs. JDVAX (6.42).
| 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 | 7.843 | 8.563 | 92% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 472M | 253B | 0% |
| Annual Yield % from dividends | 2.35 | 1.81 | 130% |
| Returns for 1 year | 11.81 | 11.40 | 104% |
| Returns for 3 years | 21.73 | 30.89 | 70% |
| Returns for 5 years | 6.42 | 36.56 | 18% |
| Returns for 10 years | 13.73 | 65.72 | 21% |
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