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JDVAX vs RLBGX
JDVAX vs RLBGX Comparison
Open Charts JDVAX vs RLBGX
JPMorgan Diversified A
Price$16.17
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R6
Price$36.61
Change+$0.05 (+0.14%)
VolumeN/A
CapitalizationN/A
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JDVAX vs RLBGX Comparison Chart
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JDVAX vs. RLBGX commentary
Oct 18, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 239B vs. JDVAX (485M). RLBGX pays higher dividends than JDVAX: RLBGX (2.55) vs JDVAX (0.98). JDVAX was incepted earlier than RLBGX: JDVAX (22 years) vs RLBGX (15 years). RLBGX is a more actively managed with annual turnover of: 171.00 vs. JDVAX (94.00). 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 : 25.70 vs. JDVAX (24.33). RLBGX return over 5 years is better than : 42.74 vs. JDVAX (4.07).
| JDVAX | RLBGX | JDVAX / RLBGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 15 years | - |
| Gain YTD | 12.516 | 15.619 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 485M | 239B | 0% |
| Annual Yield % from dividends | 0.98 | 2.55 | 38% |
| Returns for 1 year | 24.33 | 25.70 | 95% |
| Returns for 3 years | -11.05 | 15.34 | -72% |
| Returns for 5 years | 4.07 | 42.74 | 10% |
| Returns for 10 years | 12.73 | 63.78 | 20% |
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