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JDVCX vs RLBFX
JDVCX vs RLBFX Comparison
Open Charts JDVCX vs RLBFX
JPMorgan Diversified C
Price$16.17
Change+$0.05 (+0.31%)
VolumeN/A
Net Assets470.57M
American Funds American Balanced R5
Price$36.94
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
JDVCX vs RLBFX Comparison Chart in %
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JDVCX vs. RLBFX commentary
Jul 06, 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 Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 252B vs. JDVCX (471M). RLBFX pays higher dividends than JDVCX: RLBFX (2.10) 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 : 8.18 vs. JDVCX (7.16). RLBFX return over 5 years is better than : 43.24 vs. JDVCX (9.35).
| 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 | 7.062 | 8.222 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 471M | 252B | 0% |
| Annual Yield % from dividends | 1.88 | 2.10 | 90% |
| Returns for 1 year | 7.16 | 8.18 | 88% |
| Returns for 3 years | 24.12 | 36.13 | 67% |
| Returns for 5 years | 9.35 | 43.24 | 22% |
| Returns for 10 years | 9.01 | 68.15 | 13% |