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JDVSX vs RLBCX
JDVSX vs RLBCX Comparison
Open Charts JDVSX vs RLBCX
JPMorgan Diversified I
Price$16.48
Change+$0.12 (+0.73%)
VolumeN/A
Net Assets471.43M
American Funds American Balanced R3
Price$36.18
Change+$0.26 (+0.72%)
VolumeN/A
Net Assets247.64B
JDVSX vs RLBCX Comparison Chart in %
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JDVSX vs. RLBCX commentary
Jun 27, 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 Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 248B vs. JDVSX (471M). 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 (7.01) and JDVSX (6.87) have marching annual gain over last year. RLBCX return over 5 years is better than : 40.82 vs. JDVSX (14.33).
| 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 | 5.516 | 6.562 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 471M | 248B | 0% |
| Annual Yield % from dividends | 2.52 | 1.63 | 154% |
| Returns for 1 year | 6.87 | 7.01 | 98% |
| Returns for 3 years | 22.86 | 31.59 | 72% |
| Returns for 5 years | 14.33 | 40.82 | 35% |
| Returns for 10 years | 15.04 | 60.76 | 25% |
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