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JDVCX vs RLBFX
JDVCX vs RLBFX Comparison
Open Charts JDVCX vs RLBFX
JPMorgan Diversified C
Price$16.51
Change+$0.19 (+1.16%)
VolumeN/A
Net Assets476.78M
American Funds American Balanced R5
Price$37.65
Change+$0.41 (+1.10%)
VolumeN/A
Net Assets253.63B
JDVCX vs RLBFX Comparison Chart in %
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JDVCX vs. RLBFX commentary
Aug 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: 254B vs. JDVCX (477M). RLBFX pays higher dividends than JDVCX: RLBFX (2.08) vs JDVCX (1.88). 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 : 8.33 vs. JDVCX (6.22). RLBFX return over 5 years is better than : 40.29 vs. JDVCX (3.95).
| 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 | 8.055 | 10.302 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 477M | 254B | 0% |
| Annual Yield % from dividends | 1.88 | 2.08 | 90% |
| Returns for 1 year | 6.22 | 8.33 | 75% |
| Returns for 3 years | 21.92 | 34.45 | 64% |
| Returns for 5 years | 3.95 | 40.29 | 10% |
| Returns for 10 years | 17.80 | 82.09 | 22% |
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