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JDVAX vs RLBFX
JDVAX vs RLBFX Comparison
Open Charts JDVAX vs RLBFX
JPMorgan Diversified A
Price$16.68
Change-$0.08 (-0.48%)
VolumeN/A
Net Assets415.59M
American Funds American Balanced R5
Price$38.78
Change-$0.16 (-0.41%)
VolumeN/A
Net Assets263.89B
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.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 264B vs. JDVAX (416M). 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 : 9.13 vs. JDVAX (7.37). RLBFX return over 5 years is better than : 39.76 vs. JDVAX (1.18).
| JDVAX | RLBFX | JDVAX / RLBFX | |
| Total Expense Ratio | 0.96 | 0.29 | 331% |
| Annual Report Gross Expense Ratio | 1.26 | 0.29 | 434% |
| Fund Existence | 23 years | 24 years | - |
| Gain YTD | 10.228 | 14.008 | 73% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 416M | 264B | 0% |
| Annual Yield % from dividends | 2.58 | 1.97 | 131% |
| Returns for 1 year | 7.37 | 9.13 | 81% |
| Returns for 3 years | 29.52 | 41.78 | 71% |
| Returns for 5 years | 1.18 | 39.76 | 3% |
| Returns for 10 years | 19.17 | 73.89 | 26% |
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