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JDVCX vs RLBEX
JDVCX vs RLBEX Comparison
Open Charts JDVCX vs RLBEX
JPMorgan Diversified C
Price$16.51
Change+$0.19 (+1.16%)
VolumeN/A
Net Assets476.78M
American Funds American Balanced R4
Price$37.50
Change+$0.41 (+1.11%)
VolumeN/A
Net Assets253.63B
JDVCX vs RLBEX Comparison Chart in %
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JDVCX vs. RLBEX commentary
Aug 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: 254B vs. JDVCX (477M). JDVCX (1.88) and RLBEX (1.81) 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 : 7.99 vs. JDVCX (6.22). RLBEX return over 5 years is better than : 38.53 vs. JDVCX (3.95).
| 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 | 8.055 | 10.089 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 477M | 254B | 0% |
| Annual Yield % from dividends | 1.88 | 1.81 | 104% |
| Returns for 1 year | 6.22 | 7.99 | 78% |
| Returns for 3 years | 21.92 | 33.36 | 66% |
| Returns for 5 years | 3.95 | 38.53 | 10% |
| Returns for 10 years | 17.80 | 81.12 | 22% |
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