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JDVZX vs RLBGX
JDVZX vs RLBGX Comparison
Open Charts JDVZX vs RLBGX
JPMorgan Diversified R6
Price$15.68
Change-$0.39 (-2.43%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R6
Price$34.27
Change-$0.82 (-2.34%)
VolumeN/A
CapitalizationN/A
JDVZX vs RLBGX Comparison Chart
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JDVZX vs. RLBGX commentary
Dec 19, 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 JDVZX is a StrongBuy and RLBGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 241B vs. JDVZX (471M). RLBGX pays higher dividends than JDVZX: RLBGX (2.55) vs JDVZX (1.32). JDVZX was incepted earlier than RLBGX: JDVZX (7 years) vs RLBGX (16 years). RLBGX is a more actively managed with annual turnover of: 171.00 vs. JDVZX (94.00). RLBGX has a lower initial minimum investment than JDVZX: RLBGX (250) vs JDVZX (15000000). RLBGX (12.83) and JDVZX (12.74) have marching annual gain over last year. RLBGX return over 5 years is better than : 34.51 vs. JDVZX (7.33).
| JDVZX | RLBGX | JDVZX / RLBGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 16 years | - |
| Gain YTD | 11.433 | 11.811 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 250 | 6,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 471M | 241B | 0% |
| Annual Yield % from dividends | 1.32 | 2.55 | 52% |
| Returns for 1 year | 12.74 | 12.83 | 99% |
| Returns for 3 years | 3.59 | 12.48 | 29% |
| Returns for 5 years | 7.33 | 34.51 | 21% |
| Returns for 10 years | N/A | 49.12 | - |
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