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JDVCX vs RLBEX
JDVCX vs RLBEX Comparison
Open Charts JDVCX vs RLBEX
JPMorgan Diversified C
Price$16.17
Change+$0.05 (+0.31%)
VolumeN/A
Net Assets470.57M
American Funds American Balanced R4
Price$36.81
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
JDVCX vs RLBEX Comparison Chart in %
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JDVCX vs. RLBEX commentary
Jul 06, 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 StrongBuy and RLBEX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 252B vs. JDVCX (471M). JDVCX (1.88) and RLBEX (1.83) have matching dividends . 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 : 7.86 vs. JDVCX (7.16). RLBEX return over 5 years is better than : 41.38 vs. JDVCX (9.35).
| 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 | 7.062 | 8.064 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 471M | 252B | 0% |
| Annual Yield % from dividends | 1.88 | 1.83 | 103% |
| Returns for 1 year | 7.16 | 7.86 | 91% |
| Returns for 3 years | 24.12 | 35.05 | 69% |
| Returns for 5 years | 9.35 | 41.38 | 23% |
| Returns for 10 years | 9.01 | 67.17 | 13% |
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