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JDVZX vs RLBGX
JDVZX vs RLBGX Comparison
Open Charts JDVZX vs RLBGX
JPMorgan Diversified R6
Price$15.75
Change+$0.08 (+0.51%)
VolumeN/A
Net Assets464.38M
American Funds American Balanced R6
Price$35.03
Change+$0.22 (+0.63%)
VolumeN/A
Net Assets240.18B
JDVZX vs RLBGX Comparison Chart
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JDVZX vs. RLBGX commentary
Jan 19, 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 Hold and RLBGX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 240B vs. JDVZX (464M). 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 : 12.67 vs. JDVZX (11.73). RLBGX return over 5 years is better than : 31.72 vs. JDVZX (3.39).
| 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 | 1.482 | 1.980 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 250 | 6,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 464M | 240B | 0% |
| Annual Yield % from dividends | 1.32 | 2.55 | 52% |
| Returns for 1 year | 11.73 | 12.67 | 93% |
| Returns for 3 years | 2.78 | 13.23 | 21% |
| Returns for 5 years | 3.39 | 31.72 | 11% |
| Returns for 10 years | N/A | 59.02 | - |