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JDVCX vs RLBFX
JDVCX vs RLBFX Comparison
Open Charts JDVCX vs RLBFX
JPMorgan Diversified C
Price$15.45
Change+$0.08 (+0.52%)
VolumeN/A
Net Assets464.38M
American Funds American Balanced R5
Price$35.06
Change+$0.22 (+0.63%)
VolumeN/A
Net Assets240.18B
JDVCX vs RLBFX Comparison Chart
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JDVCX vs. RLBFX commentary
Jan 19, 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 Hold and RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 240B vs. JDVCX (464M). RLBFX pays higher dividends than JDVCX: RLBFX (2.50) vs JDVCX (0.61). JDVCX was incepted earlier than RLBFX: JDVCX (22 years) vs RLBFX (23 years). RLBFX is a more actively managed with annual turnover of: 171.00 vs. JDVCX (94.00). 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 : 12.61 vs. JDVCX (10.72). RLBFX return over 5 years is better than : 31.46 vs. JDVCX (-0.75).
| JDVCX | RLBFX | JDVCX / RLBFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 23 years | - |
| Gain YTD | 1.445 | 1.948 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 464M | 240B | 0% |
| Annual Yield % from dividends | 0.61 | 2.50 | 24% |
| Returns for 1 year | 10.72 | 12.61 | 85% |
| Returns for 3 years | 0.87 | 13.10 | 7% |
| Returns for 5 years | -0.75 | 31.46 | -2% |
| Returns for 10 years | 5.11 | 58.66 | 9% |
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