Ad is loading...
JDVCX vs RLBGX
JDVCX vs RLBGX Comparison
Open Charts JDVCX vs RLBGX
JPMorgan Diversified C
Price$15.93
Change-$0.06 (-0.38%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R6
Price$36.14
Change+$0.02 (+0.06%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
JDVCX vs RLBGX Comparison Chart
Loading...
JDVCX vs. RLBGX commentary
Sep 21, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 236B vs. JDVCX (487M). RLBGX pays higher dividends than JDVCX: RLBGX (2.55) vs JDVCX (0.61). JDVCX was incepted earlier than RLBGX: JDVCX (22 years) vs RLBGX (15 years). RLBGX is a more actively managed with annual turnover of: 171.00 vs. JDVCX (94.00). RLBGX has a lower initial minimum investment than JDVCX: RLBGX (250) vs JDVCX (1000). JDVCX (22.33) and RLBGX (21.42) have marching annual gain over last year. RLBGX return over 5 years is better than : 39.44 vs. JDVCX (1.21).
| JDVCX | RLBGX | JDVCX / RLBGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 15 years | - |
| Gain YTD | 11.384 | 13.026 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 487M | 236B | 0% |
| Annual Yield % from dividends | 0.61 | 2.55 | 24% |
| Returns for 1 year | 22.33 | 21.42 | 104% |
| Returns for 3 years | -11.74 | 13.20 | -89% |
| Returns for 5 years | 1.21 | 39.44 | 3% |
| Returns for 10 years | 3.38 | 53.66 | 6% |
View a ticker or compare two or three
VS
VS
Ad is loading...