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JDVSX vs RLBEX
JDVSX vs RLBEX Comparison
Open Charts JDVSX vs RLBEX
JPMorgan Diversified I
Price$16.07
Change+$0.05 (+0.31%)
VolumeN/A
Net Assets469.72M
American Funds American Balanced R4
Price$35.43
Change+$0.11 (+0.31%)
VolumeN/A
Net Assets242.81B
JDVSX vs RLBEX Comparison Chart
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JDVSX vs. RLBEX commentary
Jan 25, 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 Hold and RLBEX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 243B vs. JDVSX (470M). 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 (12.58) and JDVSX (12.13) have marching annual gain over last year. RLBEX return over 5 years is better than : 32.10 vs. JDVSX (5.40).
| 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 | 3.145 | 3.385 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 470M | 243B | 0% |
| Annual Yield % from dividends | 1.20 | 2.24 | 54% |
| Returns for 1 year | 12.13 | 12.58 | 96% |
| Returns for 3 years | 6.37 | 16.12 | 39% |
| Returns for 5 years | 5.40 | 32.10 | 17% |
| Returns for 10 years | 13.07 | 58.45 | 22% |
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