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JDVCX vs RLBFX
JDVCX vs RLBFX Comparison
Open Charts JDVCX vs RLBFX
JPMorgan Diversified C
Price$15.33
Change+$0.06 (+0.39%)
VolumeN/A
Net Assets454.64M
American Funds American Balanced R5
Price$34.42
Change+$0.09 (+0.26%)
VolumeN/A
Net Assets233.54B
JDVCX vs RLBFX Comparison Chart
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JDVCX vs. RLBFX commentary
Apr 03, 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 Hold and RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 234B vs. JDVCX (455M). RLBFX pays higher dividends than JDVCX: RLBFX (2.26) vs JDVCX (1.86). JDVCX was incepted earlier than RLBFX: JDVCX (22 years) vs RLBFX (23 years). JDVCX (1.74) is less costly to investors than RLBFX (0.30). RLBFX is a more actively managed with annual turnover of: 171.00 vs. JDVCX (63.00). 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 : 4.59 vs. JDVCX (3.64). RLBFX return over 5 years is better than : 51.92 vs. JDVCX (23.06).
| JDVCX | RLBFX | JDVCX / RLBFX | |
| Total Expense Ratio | 1.46 | 0.30 | 487% |
| Annual Report Gross Expense Ratio | 1.74 | 0.30 | 580% |
| Fund Existence | 22 years | 23 years | - |
| Gain YTD | 0.558 | 0.470 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 455M | 234B | 0% |
| Annual Yield % from dividends | 1.86 | 2.26 | 82% |
| Returns for 1 year | 3.64 | 4.59 | 79% |
| Returns for 3 years | 3.68 | 13.22 | 28% |
| Returns for 5 years | 23.06 | 51.92 | 44% |
| Returns for 10 years | 1.08 | 55.16 | 2% |
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