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JDVZX vs RLBGX
JDVZX vs RLBGX Comparison
Open Charts JDVZX vs RLBGX
JPMorgan Diversified R6
Price$16.49
Change+$0.06 (+0.37%)
VolumeN/A
Net Assets467.84M
American Funds American Balanced R6
Price$36.53
Change+$0.09 (+0.25%)
VolumeN/A
Net Assets250.05B
JDVZX vs RLBGX Comparison Chart in %
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JDVZX vs. RLBGX commentary
Jul 01, 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 StrongBuy and RLBGX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 250B vs. JDVZX (468M). 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). JDVZX (8.15) and RLBGX (7.96) have marching annual gain over last year. RLBGX return over 5 years is better than : 45.12 vs. JDVZX (16.12).
| 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 | 6.802 | 7.174 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 250 | 6,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 468M | 250B | 0% |
| Annual Yield % from dividends | 2.66 | 2.23 | 119% |
| Returns for 1 year | 8.15 | 7.96 | 102% |
| Returns for 3 years | 25.50 | 35.31 | 72% |
| Returns for 5 years | 16.12 | 45.12 | 36% |
| Returns for 10 years | N/A | 67.39 | - |
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