Interact to see
Advertisement
Advertisement
JDVSX vs RLBFX
JDVSX vs RLBFX Comparison
Open Charts JDVSX vs RLBFX
JPMorgan Diversified I
Price$17.12
Change+$0.02 (+0.12%)
VolumeN/A
Net Assets495.49M
American Funds American Balanced R5
Price$39.03
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.73B
JDVSX vs RLBFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JDVSX vs. RLBFX commentary
Oct 06, 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: 266B vs. JDVSX (495M). JDVSX pays higher dividends than RLBFX: JDVSX (2.81) vs RLBFX (2.00). 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 : 10.17 vs. JDVSX (8.81). RLBFX return over 5 years is better than : 46.85 vs. JDVSX (11.86).
| 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 | 12.158 | 14.743 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 495M | 266B | 0% |
| Annual Yield % from dividends | 2.81 | 2.00 | 140% |
| Returns for 1 year | 8.81 | 10.17 | 87% |
| Returns for 3 years | 36.08 | 48.45 | 74% |
| Returns for 5 years | 11.86 | 46.85 | 25% |
| Returns for 10 years | 27.44 | 81.97 | 33% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers