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JDVSX vs RLBCX
JDVSX vs RLBCX Comparison
Open Charts JDVSX vs RLBCX
JPMorgan Diversified I
Price$16.63
Change+$0.06 (+0.36%)
VolumeN/A
Net Assets470.63M
American Funds American Balanced R3
Price$36.81
Change+$0.10 (+0.27%)
VolumeN/A
Net Assets252.49B
JDVSX vs RLBCX Comparison Chart in %
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JDVSX vs. RLBCX commentary
Aug 07, 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: 252B vs. JDVSX (471M). 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). JDVSX annual gain was more profitable for investors over the last year : 11.54 vs. RLBCX (10.44). RLBCX return over 5 years is better than : 34.86 vs. JDVSX (7.42).
| 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 | 7.633 | 8.418 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 471M | 252B | 0% |
| Annual Yield % from dividends | 2.56 | 1.56 | 165% |
| Returns for 1 year | 11.54 | 10.44 | 110% |
| Returns for 3 years | 22.37 | 30.17 | 74% |
| Returns for 5 years | 7.42 | 34.86 | 21% |
| Returns for 10 years | 17.06 | 61.84 | 28% |
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