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JDVSX vs RLBFX
JDVSX vs RLBFX Comparison
Open Charts JDVSX vs RLBFX
JPMorgan Diversified I
Price$14.90
Change+$0.14 (+0.95%)
VolumeN/A
Net Assets426.81M
American Funds American Balanced R5
Price$33.17
Change+$0.36 (+1.10%)
VolumeN/A
Net Assets223.62B
JDVSX vs RLBFX Comparison Chart
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JDVSX vs. RLBFX commentary
Apr 12, 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: 224B vs. JDVSX (427M). JDVSX pays higher dividends than RLBFX: JDVSX (2.59) vs RLBFX (2.26). JDVSX was incepted earlier than RLBFX: JDVSX (24 years) vs RLBFX (23 years). JDVSX (0.97) is less costly to investors than RLBFX (0.30). RLBFX is a more actively managed with annual turnover of: 171.00 vs. JDVSX (63.00). 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 : 1.19 vs. JDVSX (-0.74). RLBFX return over 5 years is better than : 37.06 vs. JDVSX (12.05).
| JDVSX | RLBFX | JDVSX / RLBFX | |
| Total Expense Ratio | 0.71 | 0.30 | 237% |
| Annual Report Gross Expense Ratio | 0.97 | 0.30 | 323% |
| Fund Existence | 24 years | 23 years | - |
| Gain YTD | -4.804 | -3.179 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 427M | 224B | 0% |
| Annual Yield % from dividends | 2.59 | 2.26 | 115% |
| Returns for 1 year | -0.74 | 1.19 | -62% |
| Returns for 3 years | 2.59 | 11.14 | 23% |
| Returns for 5 years | 12.05 | 37.06 | 33% |
| Returns for 10 years | 1.72 | 48.21 | 4% |
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