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JDVCX vs RLBFX
JDVCX vs RLBFX Comparison
Open Charts JDVCX vs RLBFX
JPMorgan Diversified C
Price$14.96
Change+$0.20 (+1.36%)
VolumeN/A
Net Assets436.3M
American Funds American Balanced R5
Price$33.76
Change+$0.43 (+1.29%)
VolumeN/A
Net Assets226.9B
JDVCX vs RLBFX Comparison Chart
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JDVCX vs. RLBFX commentary
Apr 25, 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: 227B vs. JDVCX (436M). 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 : 4.48 vs. JDVCX (2.36). RLBFX return over 5 years is better than : 37.46 vs. JDVCX (9.39).
| 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 | -2.801 | -1.457 | 192% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 436M | 227B | 0% |
| Annual Yield % from dividends | 1.86 | 2.26 | 82% |
| Returns for 1 year | 2.36 | 4.48 | 53% |
| Returns for 3 years | 4.64 | 15.28 | 30% |
| Returns for 5 years | 9.39 | 37.46 | 25% |
| Returns for 10 years | -3.68 | 49.65 | -7% |
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