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JDVAX vs RLBEX
JDVAX vs RLBEX Comparison
Open Charts JDVAX vs RLBEX
JPMorgan Diversified A
Price$15.93
Change-$0.05 (-0.31%)
VolumeN/A
Net Assets466.52M
American Funds American Balanced R4
Price$35.69
Change-$0.04 (-0.11%)
VolumeN/A
Net Assets243.73B
JDVAX vs RLBEX Comparison Chart
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JDVAX vs. RLBEX commentary
Jun 07, 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: 244B vs. JDVAX (467M). 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 : 6.95 vs. JDVAX (5.77). RLBEX return over 5 years is better than : 34.57 vs. JDVAX (7.92).
| 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 | 4.073 | 4.581 | 89% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 467M | 244B | 0% |
| Annual Yield % from dividends | 2.30 | 1.90 | 121% |
| Returns for 1 year | 5.77 | 6.95 | 83% |
| Returns for 3 years | 15.56 | 22.98 | 68% |
| Returns for 5 years | 7.92 | 34.57 | 23% |
| Returns for 10 years | 10.11 | 61.12 | 17% |
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