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JDVSX vs RLBCX
JDVSX vs RLBCX Comparison
Open Charts JDVSX vs RLBCX
JPMorgan Diversified I
Price$16.04
Change-$0.13 (-0.80%)
VolumeN/A
Net Assets467.57M
American Funds American Balanced R3
Price$35.08
Change-$0.35 (-0.99%)
VolumeN/A
Net Assets242.17B
JDVSX vs RLBCX Comparison Chart
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JDVSX vs. RLBCX commentary
Feb 24, 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 StrongBuy and RLBCX is a Hold.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 242B vs. JDVSX (468M). 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 (8.85) and JDVSX (8.53) have marching annual gain over last year. RLBCX return over 5 years is better than : 28.37 vs. JDVSX (4.19).
| 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 | 2.953 | 2.844 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 468M | 242B | 0% |
| Annual Yield % from dividends | 1.20 | 1.98 | 61% |
| Returns for 1 year | 8.53 | 8.85 | 96% |
| Returns for 3 years | 7.95 | 16.79 | 47% |
| Returns for 5 years | 4.19 | 28.37 | 15% |
| Returns for 10 years | 10.67 | 50.06 | 21% |
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