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JDVZX vs RLBGX
JDVZX vs RLBGX Comparison
Open Charts JDVZX vs RLBGX
JPMorgan Diversified R6
Price$16.10
Change+$0.05 (+0.31%)
VolumeN/A
Net Assets465.13M
American Funds American Balanced R6
Price$35.87
Change+$0.07 (+0.20%)
VolumeN/A
Net Assets243.43B
JDVZX vs RLBGX Comparison Chart
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JDVZX vs. RLBGX commentary
Jun 07, 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 RLBGX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 243B vs. JDVZX (465M). JDVZX pays higher dividends than RLBGX: JDVZX (2.66) vs RLBGX (2.23). JDVZX was incepted earlier than RLBGX: JDVZX (8 years) vs RLBGX (16 years). JDVZX (0.70) is less costly to investors than RLBGX (0.25). JDVZX is a more actively managed with annual turnover of: 63.00 vs. RLBGX (44.00). 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 : 7.49 vs. JDVZX (6.13). RLBGX return over 5 years is better than : 36.69 vs. JDVZX (9.75).
| JDVZX | RLBGX | JDVZX / RLBGX | |
| Total Expense Ratio | 0.58 | 0.25 | 232% |
| Annual Report Gross Expense Ratio | 0.70 | 0.25 | 280% |
| Fund Existence | 8 years | 16 years | - |
| Gain YTD | 4.276 | 4.838 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 250 | 6,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 465M | 243B | 0% |
| Annual Yield % from dividends | 2.66 | 2.23 | 119% |
| Returns for 1 year | 6.13 | 7.49 | 82% |
| Returns for 3 years | 15.97 | 23.19 | 69% |
| Returns for 5 years | 9.75 | 36.69 | 27% |
| Returns for 10 years | N/A | 62.42 | - |
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