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JDVAX vs RLBFX
JDVAX vs RLBFX Comparison
Open Charts JDVAX vs RLBFX
JPMorgan Diversified A
Price$15.93
Change-$0.05 (-0.31%)
VolumeN/A
Net Assets466.52M
American Funds American Balanced R5
Price$35.83
Change-$0.04 (-0.11%)
VolumeN/A
Net Assets243.73B
JDVAX vs RLBFX Comparison Chart
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JDVAX vs. RLBFX 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 RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 244B vs. JDVAX (467M). JDVAX pays higher dividends than RLBFX: JDVAX (2.30) vs RLBFX (2.18). JDVAX was incepted earlier than RLBFX: JDVAX (22 years) vs RLBFX (23 years). JDVAX (1.26) is less costly to investors than RLBFX (0.29). JDVAX is a more actively managed with annual turnover of: 63.00 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 : 7.28 vs. JDVAX (5.77). RLBFX return over 5 years is better than : 36.31 vs. JDVAX (7.92).
| JDVAX | RLBFX | JDVAX / RLBFX | |
| Total Expense Ratio | 0.96 | 0.29 | 331% |
| Annual Report Gross Expense Ratio | 1.26 | 0.29 | 434% |
| Fund Existence | 22 years | 23 years | - |
| Gain YTD | 4.073 | 4.702 | 87% |
| 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 | 2.18 | 106% |
| Returns for 1 year | 5.77 | 7.28 | 79% |
| Returns for 3 years | 15.56 | 23.88 | 65% |
| Returns for 5 years | 7.92 | 36.31 | 22% |
| Returns for 10 years | 10.11 | 61.89 | 16% |
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