Ad is loading...
JDVAX vs RLBFX
JDVAX vs RLBFX Comparison
Open Charts JDVAX vs RLBFX
JPMorgan Diversified A
Price$15.64
Change+$0.08 (+0.51%)
VolumeN/A
Net Assets464.38M
American Funds American Balanced R5
Price$35.06
Change+$0.22 (+0.63%)
VolumeN/A
Net Assets240.18B
JDVAX vs RLBFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JDVAX vs. RLBFX 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 RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 240B vs. JDVAX (464M). RLBFX pays higher dividends than JDVAX: RLBFX (2.50) vs JDVAX (0.98). JDVAX was incepted earlier than RLBFX: JDVAX (22 years) vs RLBFX (23 years). RLBFX is a more actively managed with annual turnover of: 171.00 vs. JDVAX (94.00). 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 : 12.61 vs. JDVAX (11.24). RLBFX return over 5 years is better than : 31.46 vs. JDVAX (1.61).
| JDVAX | RLBFX | JDVAX / RLBFX | |
| 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 | 1.948 | 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 | 2.50 | 39% |
| Returns for 1 year | 11.24 | 12.61 | 89% |
| Returns for 3 years | 1.93 | 13.10 | 15% |
| Returns for 5 years | 1.61 | 31.46 | 5% |
| Returns for 10 years | 10.11 | 58.66 | 17% |
View a ticker or compare two or three
VS
VS
Ad is loading...