JDVAX
Price
$16.69
Change
+$0.01 (+0.06%)
Updated
Nov 19 closing price
Net Assets
413.6M
RLBFX
Price
$38.89
Change
+$0.11 (+0.28%)
Updated
Nov 19 closing price
Net Assets
262.74B
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JDVAX vs RLBFX

Header iconJDVAX vs RLBFX Comparison
Open Charts JDVAX vs RLBFXBanner chart's image
JPMorgan Diversified A
Price$16.69
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets413.6M
American Funds American Balanced R5
Price$38.89
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets262.74B
JDVAX vs RLBFX Comparison Chart in %
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JDVAX vs. RLBFX commentary
Nov 20, 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 RLBFX is a Hold.

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FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 263B vs. JDVAX (414M). JDVAX pays higher dividends than RLBFX: JDVAX (2.58) vs RLBFX (1.97). JDVAX was incepted earlier than RLBFX: JDVAX (23 years) vs RLBFX (24 years). JDVAX (1.26) is less costly to investors than RLBFX (0.29). JDVAX is a more actively managed with annual turnover of: 83.00 vs. RLBFX (44.00). RLBFX has a lower initial minimum investment than JDVAX: RLBFX (250) vs JDVAX (1000). RLBFX annual gain was more profitable for investors over the last year : 9.32 vs. JDVAX (7.24). RLBFX return over 5 years is better than : 40.53 vs. JDVAX (1.29).
JDVAXRLBFXJDVAX / RLBFX
Total Expense Ratio0.960.29331%
Annual Report Gross Expense Ratio1.260.29434%
Fund Existence23 years24 years-
Gain YTD10.29414.33172%
Front Load5%N/A-
Min. Initial Investment1000250400%
Min. Initial Investment IRAN/AN/A-
Net Assets414M263B0%
Annual Yield % from dividends2.581.97131%
Returns for 1 year7.249.3278%
Returns for 3 years29.6042.1870%
Returns for 5 years1.2940.533%
Returns for 10 years19.2474.3926%
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