Interact to see
Advertisement
Advertisement
JDVCX vs RLBEX
JDVCX vs RLBEX Comparison
Open Charts JDVCX vs RLBEX
JPMorgan Diversified C
Price$16.69
Change-$0.06 (-0.36%)
VolumeN/A
Net Assets496.12M
American Funds American Balanced R4
Price$38.86
Change-$0.10 (-0.26%)
VolumeN/A
Net Assets266.1B
JDVCX vs RLBEX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JDVCX vs. RLBEX commentary
Oct 08, 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 Hold.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 266B vs. JDVCX (496M). JDVCX pays higher dividends than RLBEX: JDVCX (2.15) vs RLBEX (1.74). JDVCX was incepted earlier than RLBEX: JDVCX (23 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 : 9.95 vs. JDVCX (8.66). RLBEX return over 5 years is better than : 42.38 vs. JDVCX (5.52).
| JDVCX | RLBEX | JDVCX / RLBEX | |
| Total Expense Ratio | 1.46 | 0.59 | 247% |
| Annual Report Gross Expense Ratio | 1.74 | 0.59 | 295% |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | 11.670 | 14.396 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 496M | 266B | 0% |
| Annual Yield % from dividends | 2.15 | 1.74 | 123% |
| Returns for 1 year | 8.66 | 9.95 | 87% |
| Returns for 3 years | 36.77 | 51.09 | 72% |
| Returns for 5 years | 5.52 | 42.38 | 13% |
| Returns for 10 years | 16.99 | 78.78 | 22% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement