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JDVAX vs RLBFX
JDVAX vs RLBFX Comparison
Open Charts JDVAX vs RLBFX
JPMorgan Diversified A
Price$16.47
Change+$0.02 (+0.12%)
VolumeN/A
Net Assets472.24M
American Funds American Balanced R5
Price$37.12
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets253.12B
JDVAX vs RLBFX Comparison Chart in %
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JDVAX vs. RLBFX commentary
Aug 08, 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.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 253B vs. JDVAX (472M). 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). JDVAX (11.81) and RLBFX (11.75) have marching annual gain over last year. RLBFX return over 5 years is better than : 38.32 vs. JDVAX (6.42).
| 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 | 7.843 | 8.750 | 90% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 472M | 253B | 0% |
| Annual Yield % from dividends | 2.35 | 2.08 | 113% |
| Returns for 1 year | 11.81 | 11.75 | 101% |
| Returns for 3 years | 21.73 | 31.94 | 68% |
| Returns for 5 years | 6.42 | 38.32 | 17% |
| Returns for 10 years | 13.73 | 66.67 | 21% |
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