Interact to see
Advertisement
Advertisement
JPDVX vs RLBCX
JPDVX vs RLBCX Comparison
Open Charts JPDVX vs RLBCX
JPMorgan Diversified L
Price$16.93
Change+$0.16 (+0.95%)
VolumeN/A
Net Assets485.43M
American Funds American Balanced R3
Price$38.65
Change+$0.56 (+1.47%)
VolumeN/A
Net Assets261.29B
JPDVX vs RLBCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JPDVX vs. RLBCX commentary
Oct 14, 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 StrongBuy and RLBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 261B vs. JPDVX (485M). JPDVX pays higher dividends than RLBCX: JPDVX (2.87) vs RLBCX (1.49). 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: 83.00 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 : 8.21 vs. JPDVX (6.40). RLBCX return over 5 years is better than : 39.68 vs. JPDVX (6.98).
| 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 | 10.274 | 14.069 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 250 | 1,200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 485M | 261B | 0% |
| Annual Yield % from dividends | 2.87 | 1.49 | 193% |
| Returns for 1 year | 6.40 | 8.21 | 78% |
| Returns for 3 years | 39.37 | 52.01 | 76% |
| Returns for 5 years | 6.98 | 39.68 | 18% |
| Returns for 10 years | 23.99 | 71.60 | 34% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement