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JDVAX vs RLBFX
JDVAX vs RLBFX Comparison
Open Charts JDVAX vs RLBFX
JPMorgan Diversified A
Price$16.30
Change+$0.12 (+0.74%)
VolumeN/A
Net Assets471.43M
American Funds American Balanced R5
Price$36.48
Change+$0.27 (+0.75%)
VolumeN/A
Net Assets247.64B
JDVAX vs RLBFX Comparison Chart in %
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JDVAX vs. RLBFX commentary
Jun 27, 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 StrongBuy and RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 248B vs. JDVAX (471M). 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 : 7.69 vs. JDVAX (6.62). RLBFX return over 5 years is better than : 44.50 vs. JDVAX (12.83).
| 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 | 5.376 | 6.875 | 78% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 471M | 248B | 0% |
| Annual Yield % from dividends | 2.30 | 2.18 | 106% |
| Returns for 1 year | 6.62 | 7.69 | 86% |
| Returns for 3 years | 22.01 | 33.74 | 65% |
| Returns for 5 years | 12.83 | 44.50 | 29% |
| Returns for 10 years | 12.16 | 66.73 | 18% |
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