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JDVAX vs RLBFX
JDVAX vs RLBFX Comparison
Open Charts JDVAX vs RLBFX
JPMorgan Diversified A
Price$14.49
Change-$0.63 (-4.17%)
VolumeN/A
Net Assets425.21M
American Funds American Balanced R5
Price$32.31
Change-$1.23 (-3.67%)
VolumeN/A
Net Assets220.57B
JDVAX vs RLBFX Comparison Chart
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JDVAX vs. RLBFX commentary
Apr 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 Hold and RLBFX is a Hold.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 221B vs. JDVAX (425M). JDVAX (2.37) and RLBFX (2.26) have matching dividends . JDVAX was incepted earlier than RLBFX: JDVAX (22 years) vs RLBFX (23 years). JDVAX (1.26) is less costly to investors than RLBFX (0.30). RLBFX is a more actively managed with annual turnover of: 171.00 vs. JDVAX (63.00). 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 : -1.35 vs. JDVAX (-2.00). RLBFX return over 5 years is better than : 42.60 vs. JDVAX (18.19).
| JDVAX | RLBFX | JDVAX / RLBFX | |
| Total Expense Ratio | 0.96 | 0.30 | 320% |
| Annual Report Gross Expense Ratio | 1.26 | 0.30 | 420% |
| Fund Existence | 22 years | 23 years | - |
| Gain YTD | -5.631 | -5.689 | 99% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 425M | 221B | 0% |
| Annual Yield % from dividends | 2.37 | 2.26 | 105% |
| Returns for 1 year | -2.00 | -1.35 | 148% |
| Returns for 3 years | -1.00 | 6.98 | -14% |
| Returns for 5 years | 18.19 | 42.60 | 43% |
| Returns for 10 years | -0.98 | 45.00 | -2% |
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