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JDVSX vs RLBCX
JDVSX vs RLBCX Comparison
Open Charts JDVSX vs RLBCX
JPMorgan Diversified I
Price$16.09
Change+$0.06 (+0.37%)
VolumeN/A
Net Assets465.38M
American Funds American Balanced R3
Price$35.28
Change+$0.14 (+0.40%)
VolumeN/A
Net Assets241.95B
JDVSX vs RLBCX Comparison Chart
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JDVSX vs. RLBCX commentary
Jun 04, 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: 242B vs. JDVSX (465M). JDVSX pays higher dividends than RLBCX: JDVSX (2.52) vs RLBCX (1.63). 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 (6.68) and JDVSX (6.55) have marching annual gain over last year. RLBCX return over 5 years is better than : 33.04 vs. JDVSX (10.11).
| 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 | 3.387 | 3.262 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 465M | 242B | 0% |
| Annual Yield % from dividends | 2.52 | 1.63 | 154% |
| Returns for 1 year | 6.55 | 6.68 | 98% |
| Returns for 3 years | 15.49 | 20.61 | 75% |
| Returns for 5 years | 10.11 | 33.04 | 31% |
| Returns for 10 years | 11.59 | 53.96 | 21% |
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