JDVCX
Price
$14.96
Change
+$0.20 (+1.36%)
Updated
Apr 24 closing price
Net Assets
436.3M
RLBGX
Price
$33.73
Change
+$0.44 (+1.32%)
Updated
Apr 24 closing price
Net Assets
226.9B
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JDVCX vs RLBGX

Header iconJDVCX vs RLBGX Comparison
Open Charts JDVCX vs RLBGXBanner chart's image
JPMorgan Diversified C
Price$14.96
Change+$0.20 (+1.36%)
VolumeN/A
Net Assets436.3M
American Funds American Balanced R6
Price$33.73
Change+$0.44 (+1.32%)
VolumeN/A
Net Assets226.9B
JDVCX vs RLBGX Comparison Chart
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JDVCX vs. RLBGX commentary
Apr 25, 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.

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FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 227B vs. JDVCX (436M). RLBGX pays higher dividends than JDVCX: RLBGX (2.31) vs JDVCX (1.86). 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). RLBGX is a more actively managed with annual turnover of: 171.00 vs. JDVCX (63.00). RLBGX has a lower initial minimum investment than JDVCX: RLBGX (250) vs JDVCX (1000). RLBGX annual gain was more profitable for investors over the last year : 4.54 vs. JDVCX (2.36). RLBGX return over 5 years is better than : 37.73 vs. JDVCX (9.39).
JDVCXRLBGXJDVCX / RLBGX
Total Expense Ratio1.460.25584%
Annual Report Gross Expense Ratio1.740.25696%
Fund Existence22 years16 years-
Gain YTD-2.801-1.417198%
Front LoadN/AN/A-
Min. Initial Investment1000250400%
Min. Initial Investment IRAN/AN/A-
Net Assets436M227B0%
Annual Yield % from dividends1.862.3180%
Returns for 1 year2.364.5452%
Returns for 3 years4.6415.4330%
Returns for 5 years9.3937.7325%
Returns for 10 years-3.6850.06-7%
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