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JDVSX vs RLBEX
JDVSX vs RLBEX Comparison
Open Charts JDVSX vs RLBEX
JPMorgan Diversified I
Price$16.94
Change+$0.05 (+0.30%)
VolumeN/A
Net Assets481.56M
American Funds American Balanced R4
Price$37.67
Change+$0.13 (+0.35%)
VolumeN/A
Net Assets255.46B
JDVSX vs RLBEX Comparison Chart in %
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JDVSX vs. RLBEX commentary
Aug 29, 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: 255B vs. JDVSX (482M). JDVSX pays higher dividends than RLBEX: JDVSX (2.56) vs RLBEX (1.81). 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 (8.05) and JDVSX (7.69) have marching annual gain over last year. RLBEX return over 5 years is better than : 37.36 vs. JDVSX (6.75).
| 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 | 9.712 | 10.588 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 482M | 255B | 0% |
| Annual Yield % from dividends | 2.56 | 1.81 | 141% |
| Returns for 1 year | 7.69 | 8.05 | 96% |
| Returns for 3 years | 27.23 | 35.56 | 77% |
| Returns for 5 years | 6.75 | 37.36 | 18% |
| Returns for 10 years | 24.29 | 76.23 | 32% |
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