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JDVAX vs RLBEX
JDVAX vs RLBEX Comparison
Open Charts JDVAX vs RLBEX
JPMorgan Diversified A
Price$15.64
Change+$0.08 (+0.51%)
VolumeN/A
Net Assets464.38M
American Funds American Balanced R4
Price$34.94
Change+$0.22 (+0.63%)
VolumeN/A
Net Assets240.18B
JDVAX vs RLBEX Comparison Chart
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JDVAX vs. RLBEX commentary
Jan 19, 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 Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 240B vs. JDVAX (464M). 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 : 12.28 vs. JDVAX (11.24). RLBEX return over 5 years is better than : 29.82 vs. JDVAX (1.61).
| 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 | 1.427 | 1.955 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 464M | 240B | 0% |
| Annual Yield % from dividends | 0.98 | 2.24 | 44% |
| Returns for 1 year | 11.24 | 12.28 | 91% |
| Returns for 3 years | 1.93 | 12.34 | 16% |
| Returns for 5 years | 1.61 | 29.82 | 5% |
| Returns for 10 years | 10.11 | 58.04 | 17% |