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JPDVX vs RLBCX
JPDVX vs RLBCX Comparison
Open Charts JPDVX vs RLBCX
JPMorgan Diversified L
Price$15.99
Change-$0.14 (-0.87%)
VolumeN/A
Net Assets467.57M
American Funds American Balanced R3
Price$35.08
Change-$0.35 (-0.99%)
VolumeN/A
Net Assets242.17B
JPDVX vs RLBCX Comparison Chart
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JPDVX vs. RLBCX commentary
Feb 23, 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 Hold.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 242B vs. JPDVX (468M). 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). RLBCX (8.85) and JPDVX (8.62) have marching annual gain over last year. RLBCX return over 5 years is better than : 28.37 vs. JPDVX (4.33).
| 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 | 2.962 | 2.844 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 250 | 1,200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 468M | 242B | 0% |
| Annual Yield % from dividends | 1.25 | 1.98 | 63% |
| Returns for 1 year | 8.62 | 8.85 | 97% |
| Returns for 3 years | 8.04 | 16.79 | 48% |
| Returns for 5 years | 4.33 | 28.37 | 15% |
| Returns for 10 years | 11.66 | 50.06 | 23% |
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