Interact to see
Advertisement
Advertisement
JDVZX vs RLBFX
JDVZX vs RLBFX Comparison
Open Charts JDVZX vs RLBFX
JPMorgan Diversified R6
Price$17.08
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets490.2M
American Funds American Balanced R5
Price$38.69
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets263.25B
JDVZX vs RLBFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JDVZX vs. RLBFX commentary
Sep 18, 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: 263B vs. JDVZX (490M). JDVZX pays higher dividends than RLBFX: JDVZX (2.64) vs RLBFX (2.05). 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 : 9.77 vs. JDVZX (8.52). RLBFX return over 5 years is better than : 44.27 vs. JDVZX (10.82).
| 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 | 11.451 | 13.349 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 250 | 6,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 490M | 263B | 0% |
| Annual Yield % from dividends | 2.64 | 2.05 | 129% |
| Returns for 1 year | 8.52 | 9.77 | 87% |
| Returns for 3 years | 32.63 | 44.38 | 74% |
| Returns for 5 years | 10.82 | 44.27 | 24% |
| Returns for 10 years | N/A | 82.55 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| SMAP | 24.87 | 0.02 | +0.10% |
| Amplify Small-Mid Cap Equity ETF | |||
| APRW | 34.12 | -0.01 | -0.01% |
| AllianzIM US Large Cap Buffer20 Apr ETF | |||
| IEFA | 87.35 | -0.18 | -0.21% |
| iShares Core MSCI EAFE ETF | |||
| FFSM | 29.09 | -0.14 | -0.48% |
| Fidelity Fundamental Small-Mid Cap ETF | |||
| WBIG | 22.70 | -0.11 | -0.49% |
| WBI BullBear Yield 3000 ETF | |||