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JDVCX vs RLBEX
JDVCX vs RLBEX Comparison
Open Charts JDVCX vs RLBEX
JPMorgan Diversified C
Price$15.33
Change+$0.06 (+0.39%)
VolumeN/A
Net Assets454.64M
American Funds American Balanced R4
Price$34.30
Change+$0.08 (+0.23%)
VolumeN/A
Net Assets233.54B
JDVCX vs RLBEX Comparison Chart
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JDVCX vs. RLBEX commentary
Apr 03, 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 Hold and RLBEX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 234B vs. JDVCX (455M). RLBEX pays higher dividends than JDVCX: RLBEX (1.97) vs JDVCX (1.86). JDVCX was incepted earlier than RLBEX: JDVCX (22 years) vs RLBEX (23 years). JDVCX (1.74) is less costly to investors than RLBEX (0.60). RLBEX is a more actively managed with annual turnover of: 171.00 vs. JDVCX (63.00). 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 : 4.27 vs. JDVCX (3.64). RLBEX return over 5 years is better than : 49.94 vs. JDVCX (23.06).
| JDVCX | RLBEX | JDVCX / RLBEX | |
| Total Expense Ratio | 1.46 | 0.60 | 243% |
| Annual Report Gross Expense Ratio | 1.74 | 0.60 | 290% |
| Fund Existence | 22 years | 23 years | - |
| Gain YTD | 0.558 | 0.395 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 455M | 234B | 0% |
| Annual Yield % from dividends | 1.86 | 1.97 | 94% |
| Returns for 1 year | 3.64 | 4.27 | 85% |
| Returns for 3 years | 3.68 | 12.39 | 30% |
| Returns for 5 years | 23.06 | 49.94 | 46% |
| Returns for 10 years | 1.08 | 54.43 | 2% |