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JDVSX vs RLBFX
JDVSX vs RLBFX Comparison
Open Charts JDVSX vs RLBFX
JPMorgan Diversified I
Price$15.76
Change+$0.09 (+0.57%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R5
Price$34.41
Change+$0.26 (+0.76%)
VolumeN/A
CapitalizationN/A
JDVSX vs RLBFX Comparison Chart
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JDVSX vs. RLBFX commentary
Dec 23, 2024
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 Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 236B vs. JDVSX (461M). RLBFX pays higher dividends than JDVSX: RLBFX (2.50) vs JDVSX (1.20). JDVSX was incepted earlier than RLBFX: JDVSX (23 years) vs RLBFX (23 years). RLBFX is a more actively managed with annual turnover of: 171.00 vs. JDVSX (94.00). 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 : 10.52 vs. JDVSX (9.36). RLBFX return over 5 years is better than : 31.65 vs. JDVSX (4.21).
| JDVSX | RLBFX | JDVSX / RLBFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | 8.801 | 9.899 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 461M | 236B | 0% |
| Annual Yield % from dividends | 1.20 | 2.50 | 48% |
| Returns for 1 year | 9.36 | 10.52 | 89% |
| Returns for 3 years | 0.61 | 10.16 | 6% |
| Returns for 5 years | 4.21 | 31.65 | 13% |
| Returns for 10 years | 10.95 | 53.78 | 20% |
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