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JDVSX vs RLBEX
JDVSX vs RLBEX Comparison
Open Charts JDVSX vs RLBEX
JPMorgan Diversified I
Price$14.90
Change+$0.14 (+0.95%)
VolumeN/A
Net Assets426.81M
American Funds American Balanced R4
Price$33.06
Change+$0.36 (+1.10%)
VolumeN/A
Net Assets223.62B
JDVSX vs RLBEX Comparison Chart
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JDVSX vs. RLBEX commentary
Apr 12, 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: 224B vs. JDVSX (427M). JDVSX pays higher dividends than RLBEX: JDVSX (2.59) vs RLBEX (1.97). JDVSX was incepted earlier than RLBEX: JDVSX (24 years) vs RLBEX (23 years). JDVSX (0.97) is less costly to investors than RLBEX (0.60). RLBEX is a more actively managed with annual turnover of: 171.00 vs. JDVSX (63.00). 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 : 0.89 vs. JDVSX (-0.74). RLBEX return over 5 years is better than : 35.33 vs. JDVSX (12.05).
| JDVSX | RLBEX | JDVSX / RLBEX | |
| Total Expense Ratio | 0.71 | 0.60 | 118% |
| Annual Report Gross Expense Ratio | 0.97 | 0.60 | 162% |
| Fund Existence | 24 years | 23 years | - |
| Gain YTD | -4.804 | -3.234 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 427M | 224B | 0% |
| Annual Yield % from dividends | 2.59 | 1.97 | 132% |
| Returns for 1 year | -0.74 | 0.89 | -83% |
| Returns for 3 years | 2.59 | 10.36 | 25% |
| Returns for 5 years | 12.05 | 35.33 | 34% |
| Returns for 10 years | 1.72 | 47.53 | 4% |