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JDVCX vs RLBEX
JDVCX vs RLBEX Comparison
Open Charts JDVCX vs RLBEX
JPMorgan Diversified C
Price$16.70
Change+$0.11 (+0.66%)
VolumeN/A
Net Assets486.15M
American Funds American Balanced R4
Price$38.59
Change+$0.19 (+0.49%)
VolumeN/A
Net Assets262.26B
JDVCX vs RLBEX Comparison Chart in %
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JDVCX vs. RLBEX commentary
Sep 12, 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: 262B vs. JDVCX (486M). JDVCX (1.84) and RLBEX (1.79) 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 : 11.22 vs. JDVCX (8.04). RLBEX return over 5 years is better than : 43.34 vs. JDVCX (6.38).
| 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 | 9.842 | 13.289 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 486M | 262B | 0% |
| Annual Yield % from dividends | 1.84 | 1.79 | 103% |
| Returns for 1 year | 8.04 | 11.22 | 72% |
| Returns for 3 years | 24.39 | 38.65 | 63% |
| Returns for 5 years | 6.38 | 43.34 | 15% |
| Returns for 10 years | 16.80 | 81.52 | 21% |
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