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JDVSX vs RLBCX
JDVSX vs RLBCX Comparison
Open Charts JDVSX vs RLBCX
JPMorgan Diversified I
Price$14.90
Change+$0.14 (+0.95%)
VolumeN/A
Net Assets426.81M
American Funds American Balanced R3
Price$32.90
Change+$0.35 (+1.08%)
VolumeN/A
Net Assets223.62B
JDVSX vs RLBCX Comparison Chart
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JDVSX vs. RLBCX commentary
Apr 12, 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: 224B vs. JDVSX (427M). JDVSX pays higher dividends than RLBCX: JDVSX (2.59) vs RLBCX (1.69). 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). RLBCX is a more actively managed with annual turnover of: 171.00 vs. JDVSX (63.00). RLBCX has a lower initial minimum investment than JDVSX: RLBCX (250) vs JDVSX (1000000). RLBCX annual gain was more profitable for investors over the last year : 0.57 vs. JDVSX (-0.74). RLBCX return over 5 years is better than : 33.56 vs. JDVSX (12.05).
| 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 | -4.804 | -3.321 | 145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 427M | 224B | 0% |
| Annual Yield % from dividends | 2.59 | 1.69 | 153% |
| Returns for 1 year | -0.74 | 0.57 | -130% |
| Returns for 3 years | 2.59 | 9.53 | 27% |
| Returns for 5 years | 12.05 | 33.56 | 36% |
| Returns for 10 years | 1.72 | 43.10 | 4% |
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