Interact to see
Advertisement
Advertisement
JDVCX vs RLBGX
JDVCX vs RLBGX Comparison
Open Charts JDVCX vs RLBGX
JPMorgan Diversified C
Price$16.09
Change-$0.08 (-0.49%)
VolumeN/A
Net Assets470.26M
American Funds American Balanced R6
Price$36.79
Change-$0.26 (-0.70%)
VolumeN/A
Net Assets252.98B
JDVCX vs RLBGX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JDVCX vs. RLBGX commentary
Aug 02, 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 RLBGX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 253B vs. JDVCX (470M). RLBGX pays higher dividends than JDVCX: RLBGX (2.13) vs JDVCX (1.88). JDVCX was incepted earlier than RLBGX: JDVCX (22 years) vs RLBGX (16 years). JDVCX (1.74) is less costly to investors than RLBGX (0.25). JDVCX is a more actively managed with annual turnover of: 63.00 vs. RLBGX (44.00). RLBGX has a lower initial minimum investment than JDVCX: RLBGX (250) vs JDVCX (1000). JDVCX (7.93) and RLBGX (7.89) have marching annual gain over last year. RLBGX return over 5 years is better than : 39.29 vs. JDVCX (5.03).
| JDVCX | RLBGX | JDVCX / RLBGX | |
| Total Expense Ratio | 1.46 | 0.25 | 584% |
| Annual Report Gross Expense Ratio | 1.74 | 0.25 | 696% |
| Fund Existence | 22 years | 16 years | - |
| Gain YTD | 7.062 | 7.937 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 470M | 253B | 0% |
| Annual Yield % from dividends | 1.88 | 2.13 | 88% |
| Returns for 1 year | 7.93 | 7.89 | 101% |
| Returns for 3 years | 20.28 | 32.04 | 63% |
| Returns for 5 years | 5.03 | 39.29 | 13% |
| Returns for 10 years | 8.36 | 65.81 | 13% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| EDF | 5.08 | 0.01 | +0.20% |
| Virtus Stone Harbor Emerging Markets Income Fund | |||
| APRH | 24.84 | 0.03 | +0.10% |
| Innovator Premium Income 20 Bar ETF -Apr | |||
| SCHC | 42.39 | -0.04 | -0.09% |
| Schwab International Small-Cap Eq ETF™ | |||
| JIVE | 69.60 | -0.10 | -0.15% |
| JPMorgan International Value ETF | |||
| RSSL | 84.47 | -1.67 | -1.93% |
| Global X Russell 2000 ETF | |||