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JDVSX vs RLBGX
JDVSX vs RLBGX Comparison
Open Charts JDVSX vs RLBGX
JPMorgan Diversified I
Price$14.90
Change+$0.14 (+0.95%)
VolumeN/A
Net Assets426.81M
American Funds American Balanced R6
Price$33.14
Change+$0.36 (+1.10%)
VolumeN/A
Net Assets223.62B
JDVSX vs RLBGX Comparison Chart
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JDVSX vs. RLBGX 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 RLBGX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 224B vs. JDVSX (427M). JDVSX pays higher dividends than RLBGX: JDVSX (2.59) vs RLBGX (2.31). JDVSX was incepted earlier than RLBGX: JDVSX (24 years) vs RLBGX (16 years). JDVSX (0.97) is less costly to investors than RLBGX (0.25). RLBGX is a more actively managed with annual turnover of: 171.00 vs. JDVSX (63.00). RLBGX has a lower initial minimum investment than JDVSX: RLBGX (250) vs JDVSX (1000000). RLBGX annual gain was more profitable for investors over the last year : 1.24 vs. JDVSX (-0.74). RLBGX return over 5 years is better than : 37.33 vs. JDVSX (12.05).
| JDVSX | RLBGX | JDVSX / RLBGX | |
| Total Expense Ratio | 0.71 | 0.25 | 284% |
| Annual Report Gross Expense Ratio | 0.97 | 0.25 | 388% |
| Fund Existence | 24 years | 16 years | - |
| Gain YTD | -4.804 | -3.141 | 153% |
| 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 | 2.31 | 112% |
| Returns for 1 year | -0.74 | 1.24 | -60% |
| Returns for 3 years | 2.59 | 11.29 | 23% |
| Returns for 5 years | 12.05 | 37.33 | 32% |
| Returns for 10 years | 1.72 | 48.56 | 4% |
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