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JDVCX vs RLBFX
JDVCX vs RLBFX Comparison
Open Charts JDVCX vs RLBFX
JPMorgan Diversified C
Price$15.77
Change-$0.14 (-0.88%)
VolumeN/A
Net Assets467.49M
American Funds American Balanced R5
Price$35.69
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
JDVCX vs RLBFX Comparison Chart
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JDVCX vs. RLBFX commentary
Jun 15, 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: 244B vs. JDVCX (467M). RLBFX pays higher dividends than JDVCX: RLBFX (2.18) vs JDVCX (1.81). 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 : 5.61 vs. JDVCX (4.94). RLBFX return over 5 years is better than : 40.09 vs. JDVCX (8.82).
| 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 | 3.850 | 4.560 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 467M | 244B | 0% |
| Annual Yield % from dividends | 1.81 | 2.18 | 83% |
| Returns for 1 year | 4.94 | 5.61 | 88% |
| Returns for 3 years | 21.97 | 33.66 | 65% |
| Returns for 5 years | 8.82 | 40.09 | 22% |
| Returns for 10 years | 4.51 | 60.51 | 7% |
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