Interact to see
Advertisement
Advertisement
JDVZX vs RLBGX
JDVZX vs RLBGX Comparison
Open Charts JDVZX vs RLBGX
JPMorgan Diversified R6
Price$16.57
Change+$0.06 (+0.36%)
VolumeN/A
Net Assets472.24M
American Funds American Balanced R6
Price$37.09
Change+$0.09 (+0.24%)
VolumeN/A
Net Assets253.12B
JDVZX vs RLBGX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JDVZX vs. RLBGX commentary
Aug 08, 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: 253B vs. JDVZX (472M). JDVZX pays higher dividends than RLBGX: JDVZX (2.70) vs RLBGX (2.13). 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 (11.65) and RLBGX (11.19) have marching annual gain over last year. RLBGX return over 5 years is better than : 38.65 vs. JDVZX (7.89).
| 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 | 7.731 | 8.817 | 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 | 472M | 253B | 0% |
| Annual Yield % from dividends | 2.70 | 2.13 | 127% |
| Returns for 1 year | 11.65 | 11.19 | 104% |
| Returns for 3 years | 22.78 | 32.40 | 70% |
| Returns for 5 years | 7.89 | 38.65 | 20% |
| Returns for 10 years | N/A | 68.24 | - |
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 % |
| EFAS | 18.59 | 0.18 | +0.95% |
| Global X MSCI SuperDividend® EAFE ETF | |||
| RBIL | 50.13 | 0.01 | +0.02% |
| F/m Ultrshrt Trs Infl-Protd Sec TIPS ETF | |||
| DMBS | 49.17 | -0.01 | -0.02% |
| DoubleLine Mortgage ETF | |||
| EAGG | 47.54 | -0.03 | -0.06% |
| iShares ESG U.S. Aggregate Bond ETF | |||
| ERTH | 43.36 | -0.07 | -0.17% |
| Invesco MSCI Sustainable Future ETF | |||