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JDVCX vs RLBFX
JDVCX vs RLBFX Comparison
Open Charts JDVCX vs RLBFX
JPMorgan Diversified C
Price$15.35
Change-$0.38 (-2.42%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R5
Price$34.31
Change-$0.82 (-2.33%)
VolumeN/A
CapitalizationN/A
JDVCX vs RLBFX Comparison Chart
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JDVCX vs. RLBFX commentary
Dec 19, 2024
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 RLBFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 241B vs. JDVCX (471M). RLBFX pays higher dividends than JDVCX: RLBFX (2.50) vs JDVCX (0.61). JDVCX was incepted earlier than RLBFX: JDVCX (22 years) vs RLBFX (23 years). RLBFX is a more actively managed with annual turnover of: 171.00 vs. JDVCX (94.00). RLBFX has a lower initial minimum investment than JDVCX: RLBFX (250) vs JDVCX (1000). JDVCX annual gain was more profitable for investors over the last year : 11.64 vs. RLBFX (10.06). RLBFX return over 5 years is better than : 31.27 vs. JDVCX (2.98).
| JDVCX | RLBFX | JDVCX / RLBFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 23 years | - |
| Gain YTD | 10.406 | 9.579 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 471M | 241B | 0% |
| Annual Yield % from dividends | 0.61 | 2.50 | 24% |
| Returns for 1 year | 11.64 | 10.06 | 116% |
| Returns for 3 years | 1.55 | 10.17 | 15% |
| Returns for 5 years | 2.98 | 31.27 | 10% |
| Returns for 10 years | 5.78 | 45.88 | 13% |
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