Interact to see
Advertisement
Advertisement
JDVSX vs RLBFX
JDVSX vs RLBFX Comparison
Open Charts JDVSX vs RLBFX
JPMorgan Diversified I
Price$16.94
Change+$0.05 (+0.30%)
VolumeN/A
Net Assets481.56M
American Funds American Balanced R5
Price$37.82
Change+$0.13 (+0.34%)
VolumeN/A
Net Assets255.46B
JDVSX vs RLBFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JDVSX vs. RLBFX commentary
Aug 29, 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: 255B vs. JDVSX (482M). 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). RLBFX annual gain was more profitable for investors over the last year : 8.40 vs. JDVSX (7.69). RLBFX return over 5 years is better than : 39.12 vs. JDVSX (6.75).
| 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 | 9.712 | 10.801 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 482M | 255B | 0% |
| Annual Yield % from dividends | 2.56 | 2.08 | 123% |
| Returns for 1 year | 7.69 | 8.40 | 92% |
| Returns for 3 years | 27.23 | 36.67 | 74% |
| Returns for 5 years | 6.75 | 39.12 | 17% |
| Returns for 10 years | 24.29 | 77.18 | 31% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| LEMB | 40.77 | 0.10 | +0.25% |
| iShares JP Morgan EM Local Ccy Bd ETF | |||
| IROC | 49.65 | 0.01 | +0.03% |
| Invesco Rochester High Yield Municipal ETF | |||
| CVSE | 73.15 | N/A | N/A |
| Calvert US Select Equity ETF | |||
| IGBH | 24.37 | -0.02 | -0.09% |
| iShares Interest Rate Hdg L/T Corp BdETF | |||
| NZF | 11.90 | -0.02 | -0.17% |
| Nuveen Municipal Credit Income Fund | |||