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JDVCX vs RLBFX
JDVCX vs RLBFX Comparison
Open Charts JDVCX vs RLBFX
JPMorgan Diversified C
Price$16.69
Change-$0.06 (-0.36%)
VolumeN/A
Net Assets496.12M
American Funds American Balanced R5
Price$39.00
Change-$0.10 (-0.26%)
VolumeN/A
Net Assets266.1B
JDVCX vs RLBFX Comparison Chart in %
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JDVCX vs. RLBFX commentary
Oct 08, 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 Hold.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 266B vs. JDVCX (496M). JDVCX pays higher dividends than RLBFX: JDVCX (2.15) vs RLBFX (2.00). JDVCX was incepted earlier than RLBFX: JDVCX (23 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 : 10.30 vs. JDVCX (8.66). RLBFX return over 5 years is better than : 44.24 vs. JDVCX (5.52).
| JDVCX | RLBFX | JDVCX / RLBFX | |
| Total Expense Ratio | 1.46 | 0.29 | 503% |
| Annual Report Gross Expense Ratio | 1.74 | 0.29 | 600% |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | 11.670 | 14.654 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 496M | 266B | 0% |
| Annual Yield % from dividends | 2.15 | 2.00 | 107% |
| Returns for 1 year | 8.66 | 10.30 | 84% |
| Returns for 3 years | 36.77 | 52.37 | 70% |
| Returns for 5 years | 5.52 | 44.24 | 12% |
| Returns for 10 years | 16.99 | 79.97 | 21% |
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