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JDVAX vs RLBGX
JDVAX vs RLBGX Comparison
Open Charts JDVAX vs RLBGX
JPMorgan Diversified A
Price$15.15
Change+$0.20 (+1.34%)
VolumeN/A
Net Assets436.3M
American Funds American Balanced R6
Price$33.73
Change+$0.44 (+1.32%)
VolumeN/A
Net Assets226.9B
JDVAX vs RLBGX Comparison Chart
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JDVAX vs. RLBGX commentary
Apr 25, 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: 227B vs. JDVAX (436M). JDVAX (2.37) and RLBGX (2.31) 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). RLBGX is a more actively managed with annual turnover of: 171.00 vs. JDVAX (63.00). 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 : 4.54 vs. JDVAX (2.88). RLBGX return over 5 years is better than : 37.73 vs. JDVAX (12.05).
| 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 | -2.635 | -1.417 | 186% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 436M | 227B | 0% |
| Annual Yield % from dividends | 2.37 | 2.31 | 103% |
| Returns for 1 year | 2.88 | 4.54 | 63% |
| Returns for 3 years | 5.90 | 15.43 | 38% |
| Returns for 5 years | 12.05 | 37.73 | 32% |
| Returns for 10 years | 1.03 | 50.06 | 2% |