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JDVZX vs RLBGX
JDVZX vs RLBGX Comparison
Open Charts JDVZX vs RLBGX
JPMorgan Diversified R6
Price$16.03
Change-$0.12 (-0.74%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R6
Price$36.17
Change-$0.32 (-0.88%)
VolumeN/A
CapitalizationN/A
JDVZX vs RLBGX Comparison Chart
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JDVZX vs. RLBGX commentary
Nov 18, 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: 236B vs. JDVZX (475M). 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 annual gain was more profitable for investors over the last year : 21.31 vs. JDVZX (18.75). RLBGX return over 5 years is better than : 36.78 vs. JDVZX (1.98).
| 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 | 11.156 | 14.385 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 250 | 6,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 475M | 236B | 0% |
| Annual Yield % from dividends | 1.32 | 2.55 | 52% |
| Returns for 1 year | 18.75 | 21.31 | 88% |
| Returns for 3 years | -13.68 | 11.30 | -121% |
| Returns for 5 years | 1.98 | 36.78 | 5% |
| Returns for 10 years | N/A | 53.54 | - |