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JDVSX vs RLBCX
JDVSX vs RLBCX Comparison
Open Charts JDVSX vs RLBCX
JPMorgan Diversified I
Price$16.07
Change+$0.05 (+0.31%)
VolumeN/A
Net Assets469.72M
American Funds American Balanced R3
Price$35.26
Change+$0.11 (+0.31%)
VolumeN/A
Net Assets242.81B
JDVSX vs RLBCX Comparison Chart
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JDVSX vs. RLBCX commentary
Jan 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 JDVSX is a Hold and RLBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 243B vs. JDVSX (470M). RLBCX pays higher dividends than JDVSX: RLBCX (1.98) vs JDVSX (1.20). JDVSX was incepted earlier than RLBCX: JDVSX (23 years) vs RLBCX (23 years). RLBCX is a more actively managed with annual turnover of: 171.00 vs. JDVSX (94.00). RLBCX has a lower initial minimum investment than JDVSX: RLBCX (250) vs JDVSX (1000000). RLBCX (12.25) and JDVSX (12.13) have marching annual gain over last year. RLBCX return over 5 years is better than : 30.42 vs. JDVSX (5.40).
| JDVSX | RLBCX | JDVSX / RLBCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | 3.145 | 3.371 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 470M | 243B | 0% |
| Annual Yield % from dividends | 1.20 | 1.98 | 61% |
| Returns for 1 year | 12.13 | 12.25 | 99% |
| Returns for 3 years | 6.37 | 15.36 | 41% |
| Returns for 5 years | 5.40 | 30.42 | 18% |
| Returns for 10 years | 13.07 | 53.87 | 24% |
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