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JDVSX vs RLBCX
JDVSX vs RLBCX Comparison
Open Charts JDVSX vs RLBCX
JPMorgan Diversified I
Price$16.23
Change-$0.04 (-0.25%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R3
Price$36.39
Change-$0.05 (-0.14%)
VolumeN/A
CapitalizationN/A
JDVSX vs RLBCX Comparison Chart
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JDVSX vs. RLBCX commentary
Nov 14, 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 JDVSX is a StrongBuy and RLBCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 240B vs. JDVSX (481M). RLBCX pays higher dividends than JDVSX: RLBCX (1.98) vs JDVSX (1.20). JDVSX was incepted earlier than RLBCX: JDVSX (23 years) vs RLBCX (22 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 annual gain was more profitable for investors over the last year : 22.26 vs. JDVSX (20.11). RLBCX return over 5 years is better than : 35.04 vs. JDVSX (2.67).
| JDVSX | RLBCX | JDVSX / RLBCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 22 years | - |
| Gain YTD | 12.322 | 15.300 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 481M | 240B | 0% |
| Annual Yield % from dividends | 1.20 | 1.98 | 61% |
| Returns for 1 year | 20.11 | 22.26 | 90% |
| Returns for 3 years | -12.86 | 11.17 | -115% |
| Returns for 5 years | 2.67 | 35.04 | 8% |
| Returns for 10 years | 9.79 | 50.67 | 19% |