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JDVCX vs RLBFX
JDVCX vs RLBFX Comparison
Open Charts JDVCX vs RLBFX
JPMorgan Diversified C
Price$16.70
Change+$0.11 (+0.66%)
VolumeN/A
Net Assets486.15M
American Funds American Balanced R5
Price$38.75
Change+$0.19 (+0.49%)
VolumeN/A
Net Assets262.26B
JDVCX vs RLBFX Comparison Chart in %
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JDVCX vs. RLBFX commentary
Sep 12, 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: 262B vs. JDVCX (486M). RLBFX pays higher dividends than JDVCX: RLBFX (2.05) vs JDVCX (1.84). 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 : 11.56 vs. JDVCX (8.04). RLBFX return over 5 years is better than : 45.24 vs. JDVCX (6.38).
| 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 | 9.842 | 13.525 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 486M | 262B | 0% |
| Annual Yield % from dividends | 1.84 | 2.05 | 90% |
| Returns for 1 year | 8.04 | 11.56 | 70% |
| Returns for 3 years | 24.39 | 39.83 | 61% |
| Returns for 5 years | 6.38 | 45.24 | 14% |
| Returns for 10 years | 16.80 | 82.53 | 20% |
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