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JDVSX vs RLBFX
JDVSX vs RLBFX Comparison
Open Charts JDVSX vs RLBFX
JPMorgan Diversified I
Price$16.63
Change+$0.06 (+0.36%)
VolumeN/A
Net Assets470.63M
American Funds American Balanced R5
Price$37.13
Change+$0.10 (+0.27%)
VolumeN/A
Net Assets252.49B
JDVSX vs RLBFX Comparison Chart in %
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JDVSX vs. RLBFX 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 RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 252B vs. JDVSX (471M). JDVSX pays higher dividends than RLBFX: JDVSX (2.56) vs RLBFX (2.08). JDVSX was incepted earlier than RLBFX: JDVSX (24 years) vs RLBFX (23 years). JDVSX (0.97) is less costly to investors than RLBFX (0.29). JDVSX is a more actively managed with annual turnover of: 63.00 vs. RLBFX (44.00). RLBFX has a lower initial minimum investment than JDVSX: RLBFX (250) vs JDVSX (1000000). JDVSX (11.54) and RLBFX (11.12) have marching annual gain over last year. RLBFX return over 5 years is better than : 38.36 vs. JDVSX (7.42).
| 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 | 23 years | - |
| Gain YTD | 7.633 | 8.779 | 87% |
| 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 | 2.08 | 123% |
| Returns for 1 year | 11.54 | 11.12 | 104% |
| Returns for 3 years | 22.37 | 32.24 | 69% |
| Returns for 5 years | 7.42 | 38.36 | 19% |
| Returns for 10 years | 17.06 | 67.86 | 25% |
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