JDVAX
Price
$16.76
Change
+$0.05 (+0.30%)
Updated
Aug 28 closing price
Net Assets
481.56M
RLBFX
Price
$37.82
Change
+$0.13 (+0.34%)
Updated
Aug 28 closing price
Net Assets
255.46B
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JDVAX vs RLBFX

Header iconJDVAX vs RLBFX Comparison
Open Charts JDVAX vs RLBFXBanner chart's image
JPMorgan Diversified A
Price$16.76
Change+$0.05 (+0.30%)
VolumeN/A
Net Assets481.56M
American Funds American Balanced R5
Price$37.82
Change+$0.13 (+0.34%)
VolumeN/A
Net Assets255.46B
JDVAX vs RLBFX Comparison Chart in %
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JDVAX vs. RLBFX commentary
Aug 30, 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.

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FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 255B vs. JDVAX (482M). JDVAX pays higher dividends than RLBFX: JDVAX (2.35) vs RLBFX (2.08). 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 : 8.40 vs. JDVAX (7.44). RLBFX return over 5 years is better than : 39.12 vs. JDVAX (5.43).
JDVAXRLBFXJDVAX / RLBFX
Total Expense Ratio0.960.29331%
Annual Report Gross Expense Ratio1.260.29434%
Fund Existence22 years23 years-
Gain YTD9.54810.80188%
Front Load5%N/A-
Min. Initial Investment1000250400%
Min. Initial Investment IRAN/AN/A-
Net Assets482M255B0%
Annual Yield % from dividends2.352.08113%
Returns for 1 year7.448.4089%
Returns for 3 years26.3336.6772%
Returns for 5 years5.4339.1214%
Returns for 10 years21.1577.1827%
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