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JDVAX vs RLBGX
JDVAX vs RLBGX Comparison
Open Charts JDVAX vs RLBGX
JPMorgan Diversified A
Price$16.30
Change+$0.12 (+0.74%)
VolumeN/A
Net Assets471.43M
American Funds American Balanced R6
Price$36.44
Change+$0.27 (+0.75%)
VolumeN/A
Net Assets247.64B
JDVAX vs RLBGX Comparison Chart in %
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JDVAX vs. RLBGX 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 RLBGX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 248B vs. JDVAX (471M). 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 : 7.76 vs. JDVAX (6.62). RLBGX return over 5 years is better than : 44.76 vs. JDVAX (12.83).
| 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 | 5.376 | 6.910 | 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 | 2.23 | 103% |
| Returns for 1 year | 6.62 | 7.76 | 85% |
| Returns for 3 years | 22.01 | 33.86 | 65% |
| Returns for 5 years | 12.83 | 44.76 | 29% |
| Returns for 10 years | 12.16 | 67.11 | 18% |