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JDVSX vs RLBEX
JDVSX vs RLBEX Comparison
Open Charts JDVSX vs RLBEX
JPMorgan Diversified I
Price$16.48
Change+$0.12 (+0.73%)
VolumeN/A
Net Assets471.43M
American Funds American Balanced R4
Price$36.35
Change+$0.27 (+0.75%)
VolumeN/A
Net Assets247.64B
JDVSX vs RLBEX Comparison Chart in %
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JDVSX vs. RLBEX commentary
Jun 27, 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 Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 248B vs. JDVSX (471M). JDVSX pays higher dividends than RLBEX: JDVSX (2.52) vs RLBEX (1.90). 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 annual gain was more profitable for investors over the last year : 7.34 vs. JDVSX (6.87). RLBEX return over 5 years is better than : 42.62 vs. JDVSX (14.33).
| 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 | 5.516 | 6.713 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 471M | 248B | 0% |
| Annual Yield % from dividends | 2.52 | 1.90 | 132% |
| Returns for 1 year | 6.87 | 7.34 | 94% |
| Returns for 3 years | 22.86 | 32.63 | 70% |
| Returns for 5 years | 14.33 | 42.62 | 34% |
| Returns for 10 years | 15.04 | 65.75 | 23% |
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