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JDVSX vs RLBCX
JDVSX vs RLBCX Comparison
Open Charts JDVSX vs RLBCX
JPMorgan Diversified I
Price$15.76
Change+$0.09 (+0.57%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R3
Price$34.14
Change+$0.26 (+0.77%)
VolumeN/A
CapitalizationN/A
JDVSX vs RLBCX Comparison Chart
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JDVSX vs. RLBCX commentary
Dec 23, 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 Hold and RLBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 236B vs. JDVSX (461M). 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 (9.82) and JDVSX (9.36) have marching annual gain over last year. RLBCX return over 5 years is better than : 28.29 vs. JDVSX (4.21).
| 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 | 8.801 | 9.233 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 461M | 236B | 0% |
| Annual Yield % from dividends | 1.20 | 1.98 | 61% |
| Returns for 1 year | 9.36 | 9.82 | 95% |
| Returns for 3 years | 0.61 | 8.69 | 7% |
| Returns for 5 years | 4.21 | 28.29 | 15% |
| Returns for 10 years | 10.95 | 48.74 | 22% |
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