Interact to see
Advertisement
Advertisement
JDVSX vs RLBEX
JDVSX vs RLBEX Comparison
Open Charts JDVSX vs RLBEX
JPMorgan Diversified I
Price$16.63
Change+$0.06 (+0.36%)
VolumeN/A
Net Assets470.63M
American Funds American Balanced R4
Price$36.99
Change+$0.09 (+0.24%)
VolumeN/A
Net Assets252.49B
JDVSX vs RLBEX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JDVSX vs. RLBEX commentary
Aug 07, 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: 252B vs. JDVSX (471M). 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). JDVSX annual gain was more profitable for investors over the last year : 11.54 vs. RLBEX (10.77). RLBEX return over 5 years is better than : 36.60 vs. JDVSX (7.42).
| 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 | 7.633 | 8.592 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 471M | 252B | 0% |
| Annual Yield % from dividends | 2.56 | 1.81 | 141% |
| Returns for 1 year | 11.54 | 10.77 | 107% |
| Returns for 3 years | 22.37 | 31.19 | 72% |
| Returns for 5 years | 7.42 | 36.60 | 20% |
| Returns for 10 years | 17.06 | 66.90 | 26% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers