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JDVAX vs RLBFX
JDVAX vs RLBFX Comparison
Open Charts JDVAX vs RLBFX
JPMorgan Diversified A
Price$15.59
Change-$0.19 (-1.20%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R5
Price$34.89
Change-$0.42 (-1.19%)
VolumeN/A
CapitalizationN/A
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JDVAX vs RLBFX Comparison Chart
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JDVAX vs. RLBFX commentary
Sep 08, 2024
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: 228B vs. JDVAX (469M). RLBFX pays higher dividends than JDVAX: RLBFX (2.50) vs JDVAX (0.98). JDVAX was incepted earlier than RLBFX: JDVAX (21 years) vs RLBFX (22 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 : 19.14 vs. JDVAX (18.15). RLBFX return over 5 years is better than : 36.87 vs. JDVAX (1.28).
| JDVAX | RLBFX | JDVAX / RLBFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 22 years | - |
| Gain YTD | 9.256 | 11.107 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 469M | 228B | 0% |
| Annual Yield % from dividends | 0.98 | 2.50 | 39% |
| Returns for 1 year | 18.15 | 19.14 | 95% |
| Returns for 3 years | -14.54 | 9.68 | -150% |
| Returns for 5 years | 1.28 | 36.87 | 3% |
| Returns for 10 years | 4.22 | 51.31 | 8% |
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