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JDVSX vs RLBFX
JDVSX vs RLBFX Comparison
Open Charts JDVSX vs RLBFX
JPMorgan Diversified I
Price$16.48
Change+$0.12 (+0.73%)
VolumeN/A
Net Assets471.43M
American Funds American Balanced R5
Price$36.48
Change+$0.27 (+0.75%)
VolumeN/A
Net Assets247.64B
JDVSX vs RLBFX Comparison Chart in %
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JDVSX vs. RLBFX commentary
Jun 27, 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 StrongBuy and RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 248B vs. JDVSX (471M). JDVSX pays higher dividends than RLBFX: JDVSX (2.52) vs RLBFX (2.18). 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 : 7.69 vs. JDVSX (6.87). RLBFX return over 5 years is better than : 44.50 vs. JDVSX (14.33).
| 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 | 5.516 | 6.875 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 471M | 248B | 0% |
| Annual Yield % from dividends | 2.52 | 2.18 | 116% |
| Returns for 1 year | 6.87 | 7.69 | 89% |
| Returns for 3 years | 22.86 | 33.74 | 68% |
| Returns for 5 years | 14.33 | 44.50 | 32% |
| Returns for 10 years | 15.04 | 66.73 | 23% |
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