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JDVCX vs RLBEX
JDVCX vs RLBEX Comparison
Open Charts JDVCX vs RLBEX
JPMorgan Diversified C
Price$15.48
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets457.79M
American Funds American Balanced R4
Price$34.84
Change+$0.03 (+0.09%)
VolumeN/A
Net Assets237.69B
JDVCX vs RLBEX Comparison Chart
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JDVCX vs. RLBEX commentary
May 23, 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: 238B vs. JDVCX (458M). RLBEX pays higher dividends than JDVCX: RLBEX (1.98) vs JDVCX (1.87). JDVCX was incepted earlier than RLBEX: JDVCX (22 years) vs RLBEX (23 years). JDVCX (1.74) is less costly to investors than RLBEX (0.59). JDVCX is a more actively managed with annual turnover of: 63.00 vs. RLBEX (44.00). 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 : 4.75 vs. JDVCX (4.30). RLBEX return over 5 years is better than : 38.04 vs. JDVCX (10.82).
| JDVCX | RLBEX | JDVCX / RLBEX | |
| Total Expense Ratio | 1.46 | 0.59 | 247% |
| Annual Report Gross Expense Ratio | 1.74 | 0.59 | 295% |
| Fund Existence | 22 years | 23 years | - |
| Gain YTD | 1.875 | 1.976 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 458M | 238B | 0% |
| Annual Yield % from dividends | 1.87 | 1.98 | 94% |
| Returns for 1 year | 4.30 | 4.75 | 91% |
| Returns for 3 years | 13.91 | 22.57 | 62% |
| Returns for 5 years | 10.82 | 38.04 | 28% |
| Returns for 10 years | 1.13 | 54.30 | 2% |
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