Interact to see
Advertisement
Advertisement
JDVAX vs RLBGX
JDVAX vs RLBGX Comparison
Open Charts JDVAX vs RLBGX
JPMorgan Diversified A
Price$16.31
Change+$0.06 (+0.37%)
VolumeN/A
Net Assets467.03M
American Funds American Balanced R6
Price$36.93
Change+$0.10 (+0.27%)
VolumeN/A
Net Assets252.37B
JDVAX vs RLBGX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JDVAX vs. RLBGX commentary
Jul 19, 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 RLBGX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 252B vs. JDVAX (467M). JDVAX pays higher dividends than RLBGX: JDVAX (2.36) vs RLBGX (2.15). JDVAX was incepted earlier than RLBGX: JDVAX (22 years) vs RLBGX (16 years). JDVAX (1.26) is less costly to investors than RLBGX (0.25). JDVAX is a more actively managed with annual turnover of: 63.00 vs. RLBGX (44.00). RLBGX has a lower initial minimum investment than JDVAX: RLBGX (250) vs JDVAX (1000). RLBGX annual gain was more profitable for investors over the last year : 7.44 vs. JDVAX (6.08). RLBGX return over 5 years is better than : 41.00 vs. JDVAX (8.32).
| JDVAX | RLBGX | JDVAX / RLBGX | |
| Total Expense Ratio | 0.96 | 0.25 | 384% |
| Annual Report Gross Expense Ratio | 1.26 | 0.25 | 504% |
| Fund Existence | 22 years | 16 years | - |
| Gain YTD | 6.532 | 8.347 | 78% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 467M | 252B | 0% |
| Annual Yield % from dividends | 2.36 | 2.15 | 110% |
| Returns for 1 year | 6.08 | 7.44 | 82% |
| Returns for 3 years | 25.30 | 37.32 | 68% |
| Returns for 5 years | 8.32 | 41.00 | 20% |
| Returns for 10 years | 11.68 | 65.78 | 18% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| AAVM | 26.71 | 0.27 | +1.02% |
| Alpha Architect Global Factor Equity ETF | |||
| ZALT | 31.08 | 0.06 | +0.19% |
| Innovator U.S. Equity 10 Buffr ETF - Qt | |||
| VUSB | 49.75 | N/A | N/A |
| Vanguard Ultra-Short Bond ETF | |||
| VSHY | 21.79 | N/A | N/A |
| Virtus Newfleet Short Dur Hi Yld Bd ETF | |||
| UDN | 18.57 | -0.06 | -0.32% |
| Invesco DB US Dollar Bearish | |||