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JDVZX vs RLBFX
JDVZX vs RLBFX Comparison
Open Charts JDVZX vs RLBFX
JPMorgan Diversified R6
Price$17.02
Change-$0.06 (-0.35%)
VolumeN/A
Net Assets496.16M
American Funds American Balanced R5
Price$39.03
Change-$0.14 (-0.36%)
VolumeN/A
Net Assets266.55B
JDVZX vs RLBFX Comparison Chart in %
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JDVZX vs. RLBFX commentary
Oct 10, 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 Buy and RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 267B vs. JDVZX (496M). JDVZX pays higher dividends than RLBFX: JDVZX (2.94) vs RLBFX (2.00). JDVZX was incepted earlier than RLBFX: JDVZX (8 years) vs RLBFX (23 years). JDVZX (0.70) is less costly to investors than RLBFX (0.29). JDVZX is a more actively managed with annual turnover of: 63.00 vs. RLBFX (44.00). RLBFX has a lower initial minimum investment than JDVZX: RLBFX (250) vs JDVZX (15000000). RLBFX annual gain was more profitable for investors over the last year : 9.41 vs. JDVZX (8.59). RLBFX return over 5 years is better than : 43.76 vs. JDVZX (8.90).
| JDVZX | RLBFX | JDVZX / RLBFX | |
| Total Expense Ratio | 0.58 | 0.29 | 200% |
| Annual Report Gross Expense Ratio | 0.70 | 0.29 | 241% |
| Fund Existence | 8 years | 23 years | - |
| Gain YTD | 12.049 | 14.743 | 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 | 496M | 267B | 0% |
| Annual Yield % from dividends | 2.94 | 2.00 | 147% |
| Returns for 1 year | 8.59 | 9.41 | 91% |
| Returns for 3 years | 40.53 | 53.56 | 76% |
| Returns for 5 years | 8.90 | 43.76 | 20% |
| Returns for 10 years | N/A | 79.88 | - |
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