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JDVSX vs RLBEX
JDVSX vs RLBEX Comparison
Open Charts JDVSX vs RLBEX
JPMorgan Diversified I
Price$16.04
Change-$0.13 (-0.80%)
VolumeN/A
Net Assets467.57M
American Funds American Balanced R4
Price$35.26
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets242.17B
JDVSX vs RLBEX Comparison Chart
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JDVSX vs. RLBEX commentary
Feb 24, 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 RLBEX is a Hold.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 242B vs. JDVSX (468M). RLBEX pays higher dividends than JDVSX: RLBEX (2.24) vs JDVSX (1.20). JDVSX was incepted earlier than RLBEX: JDVSX (23 years) vs RLBEX (23 years). RLBEX is a more actively managed with annual turnover of: 171.00 vs. JDVSX (94.00). 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 : 9.22 vs. JDVSX (8.53). RLBEX return over 5 years is better than : 30.07 vs. JDVSX (4.19).
| JDVSX | RLBEX | JDVSX / RLBEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | 2.953 | 2.889 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 468M | 242B | 0% |
| Annual Yield % from dividends | 1.20 | 2.24 | 54% |
| Returns for 1 year | 8.53 | 9.22 | 92% |
| Returns for 3 years | 7.95 | 17.55 | 45% |
| Returns for 5 years | 4.19 | 30.07 | 14% |
| Returns for 10 years | 10.67 | 54.52 | 20% |
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