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JDVCX vs RLBGX
JDVCX vs RLBGX Comparison
Open Charts JDVCX vs RLBGX
JPMorgan Diversified C
Price$16.17
Change+$0.05 (+0.31%)
VolumeN/A
Net Assets470.57M
American Funds American Balanced R6
Price$36.90
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
JDVCX vs RLBGX Comparison Chart in %
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JDVCX vs. RLBGX 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 RLBGX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 252B vs. JDVCX (471M). RLBGX pays higher dividends than JDVCX: RLBGX (2.15) 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). RLBGX annual gain was more profitable for investors over the last year : 8.24 vs. JDVCX (7.16). RLBGX return over 5 years is better than : 43.50 vs. JDVCX (9.35).
| 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 | 8.259 | 85% |
| 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 | 2.15 | 88% |
| Returns for 1 year | 7.16 | 8.24 | 87% |
| Returns for 3 years | 24.12 | 36.31 | 66% |
| Returns for 5 years | 9.35 | 43.50 | 21% |
| Returns for 10 years | 9.01 | 68.54 | 13% |
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