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JDVCX vs RLBEX
JDVCX vs RLBEX Comparison
Open Charts JDVCX vs RLBEX
JPMorgan Diversified C
Price$14.96
Change+$0.20 (+1.36%)
VolumeN/A
Net Assets436.3M
American Funds American Balanced R4
Price$33.64
Change+$0.43 (+1.29%)
VolumeN/A
Net Assets226.9B
JDVCX vs RLBEX Comparison Chart
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JDVCX vs. RLBEX 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 JDVCX is a Buy and RLBEX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 227B vs. JDVCX (436M). RLBEX pays higher dividends than JDVCX: RLBEX (1.97) vs JDVCX (1.86). JDVCX was incepted earlier than RLBEX: JDVCX (22 years) vs RLBEX (23 years). JDVCX (1.74) is less costly to investors than RLBEX (0.60). RLBEX is a more actively managed with annual turnover of: 171.00 vs. JDVCX (63.00). RLBEX has a lower initial minimum investment than JDVCX: RLBEX (250) vs JDVCX (1000). RLBEX annual gain was more profitable for investors over the last year : 4.15 vs. JDVCX (2.36). RLBEX return over 5 years is better than : 35.73 vs. JDVCX (9.39).
| JDVCX | RLBEX | JDVCX / RLBEX | |
| Total Expense Ratio | 1.46 | 0.60 | 243% |
| Annual Report Gross Expense Ratio | 1.74 | 0.60 | 290% |
| Fund Existence | 22 years | 23 years | - |
| Gain YTD | -2.801 | -1.536 | 182% |
| Front Load | N/A | 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 | 1.86 | 1.97 | 94% |
| Returns for 1 year | 2.36 | 4.15 | 57% |
| Returns for 3 years | 4.64 | 14.44 | 32% |
| Returns for 5 years | 9.39 | 35.73 | 26% |
| Returns for 10 years | -3.68 | 48.99 | -8% |
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