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JDVSX vs RLBEX
JDVSX vs RLBEX Comparison
Open Charts JDVSX vs RLBEX
JPMorgan Diversified I
Price$17.12
Change+$0.02 (+0.12%)
VolumeN/A
Net Assets495.49M
American Funds American Balanced R4
Price$38.90
Change+$0.05 (+0.13%)
VolumeN/A
Net Assets265.73B
JDVSX vs RLBEX Comparison Chart in %
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JDVSX vs. RLBEX commentary
Oct 06, 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 RLBEX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 266B vs. JDVSX (495M). JDVSX pays higher dividends than RLBEX: JDVSX (2.81) vs RLBEX (1.74). JDVSX was incepted earlier than RLBEX: JDVSX (24 years) vs RLBEX (23 years). JDVSX (0.97) is less costly to investors than RLBEX (0.59). JDVSX is a more actively managed with annual turnover of: 63.00 vs. RLBEX (44.00). RLBEX has a lower initial minimum investment than JDVSX: RLBEX (250) vs JDVSX (1000000). RLBEX annual gain was more profitable for investors over the last year : 9.85 vs. JDVSX (8.81). RLBEX return over 5 years is better than : 45.00 vs. JDVSX (11.86).
| JDVSX | RLBEX | JDVSX / RLBEX | |
| Total Expense Ratio | 0.71 | 0.59 | 120% |
| Annual Report Gross Expense Ratio | 0.97 | 0.59 | 164% |
| Fund Existence | 24 years | 23 years | - |
| Gain YTD | 12.158 | 14.513 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 495M | 266B | 0% |
| Annual Yield % from dividends | 2.81 | 1.74 | 161% |
| Returns for 1 year | 8.81 | 9.85 | 89% |
| Returns for 3 years | 36.08 | 47.24 | 76% |
| Returns for 5 years | 11.86 | 45.00 | 26% |
| Returns for 10 years | 27.44 | 80.90 | 34% |
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