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JDVSX vs RLBGX
JDVSX vs RLBGX Comparison
Open Charts JDVSX vs RLBGX
JPMorgan Diversified I
Price$16.48
Change+$0.12 (+0.73%)
VolumeN/A
Net Assets471.43M
American Funds American Balanced R6
Price$36.44
Change+$0.27 (+0.75%)
VolumeN/A
Net Assets247.64B
JDVSX vs RLBGX Comparison Chart in %
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JDVSX vs. RLBGX 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 RLBGX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 248B vs. JDVSX (471M). JDVSX pays higher dividends than RLBGX: JDVSX (2.52) vs RLBGX (2.23). 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). JDVSX is a more actively managed with annual turnover of: 63.00 vs. RLBGX (44.00). 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 : 7.76 vs. JDVSX (6.87). RLBGX return over 5 years is better than : 44.76 vs. JDVSX (14.33).
| 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 | 5.516 | 6.910 | 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 | 2.23 | 113% |
| Returns for 1 year | 6.87 | 7.76 | 89% |
| Returns for 3 years | 22.86 | 33.86 | 68% |
| Returns for 5 years | 14.33 | 44.76 | 32% |
| Returns for 10 years | 15.04 | 67.11 | 22% |
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