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JDVSX vs RLBGX
JDVSX vs RLBGX Comparison
Open Charts JDVSX vs RLBGX
JPMorgan Diversified I
Price$16.31
Change-$0.06 (-0.37%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R6
Price$36.14
Change+$0.02 (+0.06%)
VolumeN/A
CapitalizationN/A
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JDVSX vs RLBGX Comparison Chart
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JDVSX vs. RLBGX commentary
Sep 21, 2024
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 RLBGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 236B vs. JDVSX (487M). RLBGX pays higher dividends than JDVSX: RLBGX (2.55) vs JDVSX (1.20). JDVSX was incepted earlier than RLBGX: JDVSX (23 years) vs RLBGX (15 years). RLBGX is a more actively managed with annual turnover of: 171.00 vs. JDVSX (94.00). 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 : 21.42 vs. JDVSX (20.03). RLBGX return over 5 years is better than : 39.44 vs. JDVSX (4.08).
| JDVSX | RLBGX | JDVSX / RLBGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 15 years | - |
| Gain YTD | 10.946 | 13.026 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 487M | 236B | 0% |
| Annual Yield % from dividends | 1.20 | 2.55 | 47% |
| Returns for 1 year | 20.03 | 21.42 | 94% |
| Returns for 3 years | -11.60 | 13.20 | -88% |
| Returns for 5 years | 4.08 | 39.44 | 10% |
| Returns for 10 years | 8.93 | 53.66 | 17% |
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