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JDVSX vs RLBCX
JDVSX vs RLBCX Comparison
Open Charts JDVSX vs RLBCX
JPMorgan Diversified I
Price$16.94
Change+$0.05 (+0.30%)
VolumeN/A
Net Assets481.56M
American Funds American Balanced R3
Price$37.48
Change+$0.14 (+0.37%)
VolumeN/A
Net Assets255.46B
JDVSX vs RLBCX Comparison Chart in %
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JDVSX vs. RLBCX commentary
Aug 29, 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: 255B vs. JDVSX (482M). JDVSX pays higher dividends than RLBCX: JDVSX (2.56) vs RLBCX (1.56). 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 (7.72) and JDVSX (7.69) have marching annual gain over last year. RLBCX return over 5 years is better than : 35.59 vs. JDVSX (6.75).
| 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 | 9.712 | 10.391 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 482M | 255B | 0% |
| Annual Yield % from dividends | 2.56 | 1.56 | 165% |
| Returns for 1 year | 7.69 | 7.72 | 100% |
| Returns for 3 years | 27.23 | 34.49 | 79% |
| Returns for 5 years | 6.75 | 35.59 | 19% |
| Returns for 10 years | 24.29 | 70.88 | 34% |
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