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JDVSX vs RLBCX
JDVSX vs RLBCX Comparison
Open Charts JDVSX vs RLBCX
JPMorgan Diversified I
Price$17.12
Change+$0.02 (+0.12%)
VolumeN/A
Net Assets495.49M
American Funds American Balanced R3
Price$38.71
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.73B
JDVSX vs RLBCX Comparison Chart in %
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JDVSX vs. RLBCX commentary
Oct 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 JDVSX is a Buy and RLBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 266B vs. JDVSX (495M). JDVSX pays higher dividends than RLBCX: JDVSX (2.81) vs RLBCX (1.49). JDVSX was incepted earlier than RLBCX: JDVSX (24 years) vs RLBCX (23 years). JDVSX (0.97) is less costly to investors than RLBCX (0.89). JDVSX is a more actively managed with annual turnover of: 63.00 vs. RLBCX (44.00). 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 : 9.49 vs. JDVSX (8.81). RLBCX return over 5 years is better than : 43.12 vs. JDVSX (11.86).
| JDVSX | RLBCX | JDVSX / RLBCX | |
| Total Expense Ratio | 0.71 | 0.89 | 80% |
| Annual Report Gross Expense Ratio | 0.97 | 0.89 | 109% |
| Fund Existence | 24 years | 23 years | - |
| Gain YTD | 12.158 | 14.246 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 495M | 266B | 0% |
| Annual Yield % from dividends | 2.81 | 1.49 | 189% |
| Returns for 1 year | 8.81 | 9.49 | 93% |
| Returns for 3 years | 36.08 | 45.94 | 79% |
| Returns for 5 years | 11.86 | 43.12 | 28% |
| Returns for 10 years | 27.44 | 75.22 | 36% |
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