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JPDVX vs RLBCX
JPDVX vs RLBCX Comparison
Open Charts JPDVX vs RLBCX
JPMorgan Diversified L
Price$15.69
Change-$0.39 (-2.43%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R3
Price$34.04
Change-$0.82 (-2.35%)
VolumeN/A
CapitalizationN/A
JPDVX vs RLBCX Comparison Chart
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JPDVX vs. RLBCX commentary
Dec 19, 2024
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 JPDVX is a StrongBuy and RLBCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 241B vs. JPDVX (471M). RLBCX pays higher dividends than JPDVX: RLBCX (1.98) vs JPDVX (1.25). JPDVX was incepted earlier than RLBCX: JPDVX (31 years) vs RLBCX (23 years). RLBCX is a more actively managed with annual turnover of: 171.00 vs. JPDVX (94.00). RLBCX has a lower initial minimum investment than JPDVX: RLBCX (250) vs JPDVX (3000000). JPDVX annual gain was more profitable for investors over the last year : 12.66 vs. RLBCX (9.36). RLBCX return over 5 years is better than : 27.91 vs. JPDVX (7.07).
| JPDVX | RLBCX | JPDVX / RLBCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 31 years | 23 years | - |
| Gain YTD | 11.368 | 8.914 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 250 | 1,200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 471M | 241B | 0% |
| Annual Yield % from dividends | 1.25 | 1.98 | 63% |
| Returns for 1 year | 12.66 | 9.36 | 135% |
| Returns for 3 years | 3.49 | 8.71 | 40% |
| Returns for 5 years | 7.07 | 27.91 | 25% |
| Returns for 10 years | 14.77 | 41.02 | 36% |
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