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JDVZX vs RLBGX
JDVZX vs RLBGX Comparison
Open Charts JDVZX vs RLBGX
JPMorgan Diversified R6
Price$15.22
Change-$0.40 (-2.56%)
VolumeN/A
Net Assets456.36M
American Funds American Balanced R6
Price$33.50
Change-$0.88 (-2.56%)
VolumeN/A
Net Assets235.03B
JDVZX vs RLBGX Comparison Chart
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JDVZX vs. RLBGX commentary
Apr 04, 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 Hold.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 235B vs. JDVZX (456M). 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). JDVZX annual gain was more profitable for investors over the last year : 2.03 vs. RLBGX (1.70). RLBGX return over 5 years is better than : 48.29 vs. JDVZX (25.45).
| 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 | -1.423 | -2.089 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 250 | 6,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 456M | 235B | 0% |
| Annual Yield % from dividends | 2.74 | 2.31 | 119% |
| Returns for 1 year | 2.03 | 1.70 | 120% |
| Returns for 3 years | 3.18 | 10.05 | 32% |
| Returns for 5 years | 25.45 | 48.29 | 53% |
| Returns for 10 years | N/A | 50.83 | - |
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