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JDVCX vs RLBFX
JDVCX vs RLBFX Comparison
Open Charts JDVCX vs RLBFX
JPMorgan Diversified C
Price$15.66
Change-$0.13 (-0.82%)
VolumeN/A
Net Assets467.57M
American Funds American Balanced R5
Price$35.39
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets242.17B
JDVCX vs RLBFX Comparison Chart
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JDVCX vs. RLBFX commentary
Feb 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 StrongBuy and RLBFX is a Hold.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 242B vs. JDVCX (468M). 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 : 9.54 vs. JDVCX (7.68). RLBFX return over 5 years is better than : 31.70 vs. JDVCX (0.41).
| 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 | 2.823 | 2.908 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 468M | 242B | 0% |
| Annual Yield % from dividends | 0.61 | 2.50 | 24% |
| Returns for 1 year | 7.68 | 9.54 | 80% |
| Returns for 3 years | 6.09 | 18.32 | 33% |
| Returns for 5 years | 0.41 | 31.70 | 1% |
| Returns for 10 years | 2.99 | 55.11 | 5% |
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