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JDVZX vs RLBAX
JDVZX vs RLBAX Comparison
Open Charts JDVZX vs RLBAX
JPMorgan Diversified R6
Price$16.81
Change-$0.08 (-0.47%)
VolumeN/A
Net Assets415.59M
American Funds American Balanced R1
Price$38.29
Change-$0.17 (-0.44%)
VolumeN/A
Net Assets263.89B
JDVZX vs RLBAX Comparison Chart in %
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JDVZX vs. RLBAX commentary
Nov 20, 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 JDVZX is a Hold and RLBAX is a Hold.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 264B vs. JDVZX (416M). JDVZX pays higher dividends than RLBAX: JDVZX (2.91) vs RLBAX (1.08). JDVZX was incepted earlier than RLBAX: JDVZX (8 years) vs RLBAX (23 years). RLBAX (1.31) is less costly to investors than JDVZX (0.70). JDVZX is a more actively managed with annual turnover of: 83.00 vs. RLBAX (44.00). RLBAX has a lower initial minimum investment than JDVZX: RLBAX (250) vs JDVZX (15000000). RLBAX (7.96) and JDVZX (7.85) have marching annual gain over last year. RLBAX return over 5 years is better than : 33.76 vs. JDVZX (2.98).
| JDVZX | RLBAX | JDVZX / RLBAX | |
| Total Expense Ratio | 0.58 | 1.31 | 44% |
| Annual Report Gross Expense Ratio | 0.70 | 1.31 | 53% |
| Fund Existence | 8 years | 23 years | - |
| Gain YTD | 10.667 | 12.973 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 250 | 6,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 416M | 264B | 0% |
| Annual Yield % from dividends | 2.91 | 1.08 | 268% |
| Returns for 1 year | 7.85 | 7.96 | 99% |
| Returns for 3 years | 30.98 | 37.66 | 82% |
| Returns for 5 years | 2.98 | 33.76 | 9% |
| Returns for 10 years | N/A | 63.03 | - |
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