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JPDVX vs RLBCX
JPDVX vs RLBCX Comparison
Open Charts JPDVX vs RLBCX
JPMorgan Diversified L
Price$16.89
Change+$0.05 (+0.30%)
VolumeN/A
Net Assets481.56M
American Funds American Balanced R3
Price$37.48
Change+$0.14 (+0.37%)
VolumeN/A
Net Assets255.46B
JPDVX vs RLBCX Comparison Chart in %
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JPDVX vs. RLBCX commentary
Aug 30, 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 JPDVX is a Buy and RLBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 255B vs. JPDVX (482M). JPDVX pays higher dividends than RLBCX: JPDVX (2.63) vs RLBCX (1.56). JPDVX was incepted earlier than RLBCX: JPDVX (32 years) vs RLBCX (23 years). RLBCX (0.89) is less costly to investors than JPDVX (0.80). JPDVX is a more actively managed with annual turnover of: 63.00 vs. RLBCX (44.00). RLBCX has a lower initial minimum investment than JPDVX: RLBCX (250) vs JPDVX (3000000). JPDVX (7.78) and RLBCX (7.72) have marching annual gain over last year. RLBCX return over 5 years is better than : 35.59 vs. JPDVX (6.97).
| JPDVX | RLBCX | JPDVX / RLBCX | |
| Total Expense Ratio | 0.65 | 0.89 | 73% |
| Annual Report Gross Expense Ratio | 0.80 | 0.89 | 90% |
| Fund Existence | 32 years | 23 years | - |
| Gain YTD | 9.775 | 10.391 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 250 | 1,200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 482M | 255B | 0% |
| Annual Yield % from dividends | 2.63 | 1.56 | 169% |
| Returns for 1 year | 7.78 | 7.72 | 101% |
| Returns for 3 years | 27.42 | 34.49 | 80% |
| Returns for 5 years | 6.97 | 35.59 | 20% |
| Returns for 10 years | 25.40 | 70.88 | 36% |
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