Interact to see
Advertisement
Advertisement
JDVCX vs RLBFX
JDVCX vs RLBFX Comparison
Open Charts JDVCX vs RLBFX
JPMorgan Diversified C
Price$15.48
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets457.79M
American Funds American Balanced R5
Price$34.97
Change+$0.03 (+0.09%)
VolumeN/A
Net Assets237.69B
JDVCX vs RLBFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JDVCX vs. RLBFX commentary
May 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 RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 238B vs. JDVCX (458M). RLBFX pays higher dividends than JDVCX: RLBFX (2.26) vs JDVCX (1.87). JDVCX was incepted earlier than RLBFX: JDVCX (22 years) vs RLBFX (23 years). JDVCX (1.74) is less costly to investors than RLBFX (0.29). JDVCX is a more actively managed with annual turnover of: 63.00 vs. RLBFX (44.00). 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 : 5.05 vs. JDVCX (4.30). RLBFX return over 5 years is better than : 39.77 vs. JDVCX (10.82).
| JDVCX | RLBFX | JDVCX / RLBFX | |
| Total Expense Ratio | 1.46 | 0.29 | 503% |
| Annual Report Gross Expense Ratio | 1.74 | 0.29 | 600% |
| Fund Existence | 22 years | 23 years | - |
| Gain YTD | 1.875 | 2.075 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 458M | 238B | 0% |
| Annual Yield % from dividends | 1.87 | 2.26 | 82% |
| Returns for 1 year | 4.30 | 5.05 | 85% |
| Returns for 3 years | 13.91 | 23.43 | 59% |
| Returns for 5 years | 10.82 | 39.77 | 27% |
| Returns for 10 years | 1.13 | 55.01 | 2% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement