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JDVZX vs RLBGX
JDVZX vs RLBGX Comparison
Open Charts JDVZX vs RLBGX
JPMorgan Diversified R6
Price$15.26
Change+$0.21 (+1.40%)
VolumeN/A
Net Assets436.3M
American Funds American Balanced R6
Price$33.73
Change+$0.44 (+1.32%)
VolumeN/A
Net Assets226.9B
JDVZX vs RLBGX Comparison Chart
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JDVZX vs. RLBGX commentary
Apr 25, 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: 227B vs. JDVZX (436M). JDVZX pays higher dividends than RLBGX: JDVZX (2.74) vs RLBGX (2.31). JDVZX was incepted earlier than RLBGX: JDVZX (7 years) vs RLBGX (16 years). JDVZX (0.70) is less costly to investors than RLBGX (0.25). RLBGX is a more actively managed with annual turnover of: 171.00 vs. JDVZX (63.00). 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 : 4.54 vs. JDVZX (3.25). RLBGX return over 5 years is better than : 37.73 vs. JDVZX (13.95).
| JDVZX | RLBGX | JDVZX / RLBGX | |
| Total Expense Ratio | 0.58 | 0.25 | 232% |
| Annual Report Gross Expense Ratio | 0.70 | 0.25 | 280% |
| Fund Existence | 7 years | 16 years | - |
| Gain YTD | -2.524 | -1.417 | 178% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 250 | 6,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 436M | 227B | 0% |
| Annual Yield % from dividends | 2.74 | 2.31 | 119% |
| Returns for 1 year | 3.25 | 4.54 | 72% |
| Returns for 3 years | 6.86 | 15.43 | 44% |
| Returns for 5 years | 13.95 | 37.73 | 37% |
| Returns for 10 years | N/A | 50.06 | - |
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