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JDVAX vs RLBGX
JDVAX vs RLBGX Comparison
Open Charts JDVAX vs RLBGX
JPMorgan Diversified A
Price$15.93
Change-$0.05 (-0.31%)
VolumeN/A
Net Assets466.52M
American Funds American Balanced R6
Price$35.80
Change-$0.04 (-0.11%)
VolumeN/A
Net Assets243.73B
JDVAX vs RLBGX Comparison Chart
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JDVAX vs. RLBGX commentary
Jun 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 Buy and RLBGX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 244B vs. JDVAX (467M). JDVAX (2.30) and RLBGX (2.23) have matching dividends . 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 : 7.34 vs. JDVAX (5.77). RLBGX return over 5 years is better than : 36.58 vs. JDVAX (7.92).
| 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 | 4.073 | 4.750 | 86% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 467M | 244B | 0% |
| Annual Yield % from dividends | 2.30 | 2.23 | 103% |
| Returns for 1 year | 5.77 | 7.34 | 79% |
| Returns for 3 years | 15.56 | 24.05 | 65% |
| Returns for 5 years | 7.92 | 36.58 | 22% |
| Returns for 10 years | 10.11 | 62.29 | 16% |
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