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JDVSX vs RLBFX
JDVSX vs RLBFX Comparison
Open Charts JDVSX vs RLBFX
JPMorgan Diversified I
Price$16.88
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets413.6M
American Funds American Balanced R5
Price$38.89
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets262.74B
JDVSX vs RLBFX Comparison Chart in %
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JDVSX vs. RLBFX commentary
Nov 20, 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 RLBFX is a Hold.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 263B vs. JDVSX (414M). JDVSX pays higher dividends than RLBFX: JDVSX (2.78) vs RLBFX (1.97). JDVSX was incepted earlier than RLBFX: JDVSX (24 years) vs RLBFX (24 years). JDVSX (0.97) is less costly to investors than RLBFX (0.29). JDVSX is a more actively managed with annual turnover of: 83.00 vs. RLBFX (44.00). RLBFX has a lower initial minimum investment than JDVSX: RLBFX (250) vs JDVSX (1000000). RLBFX annual gain was more profitable for investors over the last year : 9.32 vs. JDVSX (7.62). RLBFX return over 5 years is better than : 40.53 vs. JDVSX (2.65).
| JDVSX | RLBFX | JDVSX / RLBFX | |
| Total Expense Ratio | 0.71 | 0.29 | 245% |
| Annual Report Gross Expense Ratio | 0.97 | 0.29 | 334% |
| Fund Existence | 24 years | 24 years | - |
| Gain YTD | 10.585 | 14.331 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 414M | 263B | 0% |
| Annual Yield % from dividends | 2.78 | 1.97 | 141% |
| Returns for 1 year | 7.62 | 9.32 | 82% |
| Returns for 3 years | 30.64 | 42.18 | 73% |
| Returns for 5 years | 2.65 | 40.53 | 7% |
| Returns for 10 years | 22.45 | 74.39 | 30% |
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