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JPDVX vs RLBCX
JPDVX vs RLBCX Comparison
Open Charts JPDVX vs RLBCX
JPMorgan Diversified L
Price$17.09
Change+$0.04 (+0.23%)
VolumeN/A
Net Assets490.2M
American Funds American Balanced R3
Price$38.38
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets263.25B
JPDVX vs RLBCX Comparison Chart in %
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JPDVX vs. RLBCX commentary
Sep 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 JPDVX is a Buy and RLBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 263B vs. JPDVX (490M). JPDVX pays higher dividends than RLBCX: JPDVX (2.58) vs RLBCX (1.53). 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). RLBCX annual gain was more profitable for investors over the last year : 9.65 vs. JPDVX (8.79). RLBCX return over 5 years is better than : 41.51 vs. JPDVX (10.96).
| 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 | 11.144 | 13.042 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 250 | 1,200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 490M | 263B | 0% |
| Annual Yield % from dividends | 2.58 | 1.53 | 168% |
| Returns for 1 year | 8.79 | 9.65 | 91% |
| Returns for 3 years | 31.76 | 41.75 | 76% |
| Returns for 5 years | 10.96 | 41.51 | 26% |
| Returns for 10 years | 27.13 | 75.50 | 36% |
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