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JDVAX vs RLBGX
JDVAX vs RLBGX Comparison
Open Charts JDVAX vs RLBGX
JPMorgan Diversified A
Price$14.49
Change-$0.63 (-4.17%)
VolumeN/A
Net Assets443.67M
American Funds American Balanced R6
Price$32.28
Change-$1.22 (-3.64%)
VolumeN/A
Net Assets229B
JDVAX vs RLBGX Comparison Chart
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JDVAX vs. RLBGX commentary
Apr 05, 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 Hold and RLBGX is a Hold.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 229B vs. JDVAX (444M). 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). JDVAX annual gain was more profitable for investors over the last year : 4.35 vs. RLBGX (1.70). RLBGX return over 5 years is better than : 48.29 vs. JDVAX (26.59).
| 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 | 1.078 | -2.089 | -52% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 444M | 229B | 0% |
| Annual Yield % from dividends | 2.37 | 2.31 | 103% |
| Returns for 1 year | 4.35 | 1.70 | 256% |
| Returns for 3 years | 5.00 | 10.05 | 50% |
| Returns for 5 years | 26.59 | 48.29 | 55% |
| Returns for 10 years | 5.93 | 50.83 | 12% |
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