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JDVCX vs RLBFX
JDVCX vs RLBFX Comparison
Open Charts JDVCX vs RLBFX
JPMorgan Diversified C
Price$15.71
Change-$0.12 (-0.76%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R5
Price$36.20
Change-$0.33 (-0.90%)
VolumeN/A
CapitalizationN/A
JDVCX vs RLBFX Comparison Chart
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JDVCX vs. RLBFX commentary
Nov 18, 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: 236B vs. JDVCX (475M). 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). RLBFX annual gain was more profitable for investors over the last year : 21.23 vs. JDVCX (17.69). RLBFX return over 5 years is better than : 36.52 vs. JDVCX (-2.23).
| 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 | 10.265 | 14.331 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 475M | 236B | 0% |
| Annual Yield % from dividends | 0.61 | 2.50 | 24% |
| Returns for 1 year | 17.69 | 21.23 | 83% |
| Returns for 3 years | -15.58 | 11.20 | -139% |
| Returns for 5 years | -2.23 | 36.52 | -6% |
| Returns for 10 years | 0.62 | 53.14 | 1% |
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